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Cerity Partners LLC: SGOV position timeline

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

Cerity Partners LLC held 4,557,034 SGOV 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 4,557,034 shares
    Change vs previous 13F +991,624 shares

    0.54% of the 13F portfolio, value $458,756,535.

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

    • Cerity Partners OCIO LLC: 11,610 shares
    • Cerity Partners LLC: 4,545,424 shares

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

  2. period ended2026-03-31
    13F 3,565,410 shares
    Change vs previous 13F -377,657 shares

    0.51% of the 13F portfolio, value $358,894,169.

    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 3,943,067 shares
    Change vs previous 13F +2,081,395 shares

    0.58% of the 13F portfolio, value $395,805,016.

    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 1,861,672 shares
    Change vs previous 13F -612,316 shares

    0.3% of the 13F portfolio, value $187,470,293.

    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 2,473,988 shares
    Change vs previous 13F +1,298,316 shares

    0.44% of the 13F portfolio, value $249,105,916.

    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 1,175,672 shares
    Change vs previous 13F +62,505 shares

    0.24% of the 13F portfolio, value $118,354,987.

    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 1,113,167 shares
    Change vs previous 13F -61,616 shares

    0.24% of the 13F portfolio, value $111,673,121.

    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 1,174,783 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $118,324,070.

    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).