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Disclosery

Cerity Partners LLC: SMB position timeline

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

Cerity Partners LLC held 239,576 SMB 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 239,576 shares
    Change vs previous 13F +6,661 shares

    0.01% of the 13F portfolio, value $4,156,639.

    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 232,915 shares
    Change vs previous 13F -5,188 shares

    0.01% of the 13F portfolio, value $4,029,421.

    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 238,103 shares
    Change vs previous 13F +10,468 shares

    0.01% of the 13F portfolio, value $4,145,371.

    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 227,635 shares
    Change vs previous 13F -1,247 shares

    0.01% of the 13F portfolio, value $3,965,398.

    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 228,882 shares
    Change vs previous 13F +31,840 shares

    0.01% of the 13F portfolio, value $3,950,498.

    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 197,042 shares
    Change vs previous 13F +4,390 shares

    0.01% of the 13F portfolio, value $3,376,315.

    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 192,652 shares
    Change vs previous 13F +7,242 shares

    0.01% of the 13F portfolio, value $3,292,418.

    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 185,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,205,741.

    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).