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Disclosery

Cerity Partners LLC: SM position timeline

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

Cerity Partners LLC held 82,948 SM 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 82,948 shares
    Change vs previous 13F -25,265 shares

    <0.01% of the 13F portfolio, value $2,164,939.

    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 108,213 shares
    Change vs previous 13F +71,681 shares

    <0.01% of the 13F portfolio, value $3,374,087.

    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 36,532 shares
    Change vs previous 13F -5,751 shares

    <0.01% of the 13F portfolio, value $683,142.

    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 42,283 shares
    Change vs previous 13F +2,905 shares

    <0.01% of the 13F portfolio, value $1,055,797.

    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 39,378 shares
    Change vs previous 13F +7,229 shares

    <0.01% of the 13F portfolio, value $973,026.

    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 32,149 shares
    Change vs previous 13F -12,302 shares

    <0.01% of the 13F portfolio, value $962,875.

    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 44,451 shares
    Change vs previous 13F -3,668 shares

    <0.01% of the 13F portfolio, value $1,729,370.

    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 48,119 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,923,303.

    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).