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Disclosery

Cerity Partners LLC: S position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on S, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 546,257 S shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,257 shares
    Change vs previous 13F +120,833 shares

    0.01% of the 13F portfolio, value $9,269,982.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 425,424 shares
    Change vs previous 13F +202,499 shares

    0.01% of the 13F portfolio, value $5,479,461.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 222,925 shares
    Change vs previous 13F +160,161 shares

    <0.01% of the 13F portfolio, value $3,343,881.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 62,764 shares
    Change vs previous 13F +31,166 shares

    <0.01% of the 13F portfolio, value $1,105,282.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,598 shares
    Change vs previous 13F -17,288 shares

    <0.01% of the 13F portfolio, value $577,611.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,886 shares
    Change vs previous 13F +25,648 shares

    <0.01% of the 13F portfolio, value $888,747.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,238 shares
    Change vs previous 13F -31,757 shares

    <0.01% of the 13F portfolio, value $517,979.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,995 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,315,482.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).