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Cerity Partners LLC: SHOP position timeline

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

Cerity Partners LLC held 117,795 SHOP 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 117,795 shares
    Change vs previous 13F -9,889 shares

    0.02% of the 13F portfolio, value $13,449,841.

    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 127,684 shares
    Change vs previous 13F +484 shares

    0.02% of the 13F portfolio, value $15,145,903.

    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 127,200 shares
    Change vs previous 13F +10,736 shares

    0.03% of the 13F portfolio, value $20,475,414.

    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 116,464 shares
    Change vs previous 13F +6,009 shares

    0.03% of the 13F portfolio, value $17,307,875.

    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 110,455 shares
    Change vs previous 13F +12,510 shares

    0.02% of the 13F portfolio, value $12,741,083.

    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 97,945 shares
    Change vs previous 13F +6,498 shares

    0.02% of the 13F portfolio, value $9,351,839.

    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 91,447 shares
    Change vs previous 13F +5,454 shares

    0.02% of the 13F portfolio, value $8,887,344.

    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 85,993 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,891,484.

    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).