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Disclosery

Cerity Partners LLC: SMPL position timeline

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

Cerity Partners LLC held 74,260 SMPL 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 74,260 shares
    Change vs previous 13F +43,709 shares

    <0.01% of the 13F portfolio, value $986,170.

    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 30,551 shares
    Change vs previous 13F +12,551 shares

    <0.01% of the 13F portfolio, value $438,414.

    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 18,000 shares
    Change vs previous 13F +701 shares

    <0.01% of the 13F portfolio, value $361,449.

    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 17,299 shares
    Change vs previous 13F -3,096 shares

    <0.01% of the 13F portfolio, value $429,372.

    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 20,395 shares
    Change vs previous 13F -1,676 shares

    <0.01% of the 13F portfolio, value $644,278.

    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 22,071 shares
    Change vs previous 13F -880 shares

    <0.01% of the 13F portfolio, value $761,229.

    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 22,951 shares
    Change vs previous 13F -1,346 shares

    <0.01% of the 13F portfolio, value $800,129.

    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 24,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $844,807.

    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).