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Cerity Partners LLC: SHY position timeline

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

Cerity Partners LLC held 2,872,666 SHY 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 2,872,666 shares
    Change vs previous 13F +124,630 shares

    0.28% of the 13F portfolio, value $235,874,611.

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

    • Cerity Partners OCIO LLC: 393,387 shares
    • Cerity Partners LLC: 2,479,279 shares

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

  2. period ended2026-03-31
    13F 2,748,036 shares
    Change vs previous 13F +15,168 shares

    0.31% of the 13F portfolio, value $226,905,405.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 244,395 shares
    • Cerity Partners LLC: 2,503,641 shares

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

  3. period ended2025-12-31
    13F 2,732,868 shares
    Change vs previous 13F +27,275 shares

    0.32% of the 13F portfolio, value $226,336,029.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 75,505 shares
    • Cerity Partners LLC: 2,657,363 shares

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

  4. period ended2025-09-30
    13F 2,705,593 shares
    Change vs previous 13F +130,287 shares

    0.35% of the 13F portfolio, value $224,456,106.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 88,443 shares
    • Cerity Partners LLC: 2,617,150 shares

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

  5. period ended2025-06-30
    13F 2,575,306 shares
    Change vs previous 13F -103,126 shares

    0.37% of the 13F portfolio, value $213,389,934.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 64,239 shares
    • Cerity Partners LLC: 2,511,067 shares

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

  6. period ended2025-03-31
    13F 2,678,432 shares
    Change vs previous 13F +51,650 shares

    0.44% of the 13F portfolio, value $221,586,600.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 207,109 shares
    • Cerity Partners LLC: 2,471,323 shares

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

  7. period ended2024-12-31
    13F 2,626,782 shares
    Change vs previous 13F +55,774 shares

    0.45% of the 13F portfolio, value $215,345,883.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 229,262 shares
    • Cerity Partners LLC: 2,397,520 shares

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

  8. period ended2024-09-30
    13F 2,571,008 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $213,779,238.

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

    • Cerity Partners OCIO LLC: 276,754 shares
    • Cerity Partners LLC: 2,294,254 shares

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