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Cerity Partners LLC: SAN position timeline

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

Cerity Partners LLC held 975,491 SAN 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 975,491 shares
    Change vs previous 13F +20,909 shares

    0.02% of the 13F portfolio, value $13,461,792.

    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 954,582 shares
    Change vs previous 13F +54,097 shares

    0.02% of the 13F portfolio, value $10,767,668.

    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 900,485 shares
    Change vs previous 13F -41,759 shares

    0.02% of the 13F portfolio, value $10,562,684.

    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 942,244 shares
    Change vs previous 13F +95,433 shares

    0.02% of the 13F portfolio, value $9,874,724.

    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 846,811 shares
    Change vs previous 13F +30,977 shares

    0.01% of the 13F portfolio, value $7,028,535.

    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 815,834 shares
    Change vs previous 13F +202,809 shares

    0.01% of the 13F portfolio, value $5,466,086.

    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 613,025 shares
    Change vs previous 13F -55,318 shares

    0.01% of the 13F portfolio, value $2,910,835.

    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 668,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,408,554.

    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).