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Cerity Partners LLC: SPEM position timeline

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

Cerity Partners LLC held 3,376,307 SPEM 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 3,376,307 shares
    Change vs previous 13F +117,135 shares

    0.21% of the 13F portfolio, value $174,824,788.

    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 3,259,172 shares
    Change vs previous 13F +485,245 shares

    0.22% of the 13F portfolio, value $152,887,772.

    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 2,773,927 shares
    Change vs previous 13F +84,982 shares

    0.19% of the 13F portfolio, value $129,847,540.

    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 2,688,945 shares
    Change vs previous 13F +18,041 shares

    0.2% of the 13F portfolio, value $125,869,483.

    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 2,670,904 shares
    Change vs previous 13F -95,494 shares

    0.2% of the 13F portfolio, value $114,154,403.

    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 2,766,398 shares
    Change vs previous 13F +545,724 shares

    0.22% of the 13F portfolio, value $108,913,083.

    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 2,220,674 shares
    Change vs previous 13F +115,749 shares

    0.18% of the 13F portfolio, value $85,209,439.

    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 2,104,925 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $86,891,296.

    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).