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Cerity Partners LLC: SAFE position timeline

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

Cerity Partners LLC held 81,944 SAFE 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 81,944 shares
    Change vs previous 13F +613 shares

    <0.01% of the 13F portfolio, value $1,286,522.

    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 81,331 shares
    Change vs previous 13F -7,977 shares

    <0.01% of the 13F portfolio, value $1,100,408.

    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 89,308 shares
    Change vs previous 13F -6,276 shares

    <0.01% of the 13F portfolio, value $1,222,627.

    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 95,584 shares
    Change vs previous 13F -7,144 shares

    <0.01% of the 13F portfolio, value $1,480,597.

    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 102,728 shares
    Change vs previous 13F +8,206 shares

    <0.01% of the 13F portfolio, value $1,598,448.

    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 94,522 shares
    Change vs previous 13F -3,001 shares

    <0.01% of the 13F portfolio, value $1,769,451.

    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 97,523 shares
    Change vs previous 13F -8,843 shares

    <0.01% of the 13F portfolio, value $1,853,805.

    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 106,366 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,789,985.

    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).