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Disclosery

Cerity Partners LLC: SHV position timeline

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

Cerity Partners LLC held 342,210 SHV 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 342,210 shares
    Change vs previous 13F -10,674 shares

    0.05% of the 13F portfolio, value $37,763,193.

    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 352,884 shares
    Change vs previous 13F -116,259 shares

    0.06% of the 13F portfolio, value $38,955,240.

    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 469,143 shares
    Change vs previous 13F -48,512 shares

    0.08% of the 13F portfolio, value $51,676,107.

    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 517,655 shares
    Change vs previous 13F -16,601 shares

    0.09% of the 13F portfolio, value $57,195,668.

    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 534,256 shares
    Change vs previous 13F +169 shares

    0.11% of the 13F portfolio, value $58,992,494.

    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 534,087 shares
    Change vs previous 13F +53,363 shares

    0.12% of the 13F portfolio, value $58,995,258.

    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 480,724 shares
    Change vs previous 13F +5,423 shares

    0.11% of the 13F portfolio, value $52,932,577.

    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 475,301 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $52,582,583.

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

    • Cerity Partners OCIO LLC: 0 shares
    • Cerity Partners LLC: 475,301 shares

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