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Disclosery

Cerity Partners LLC: SPOT position timeline

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

Cerity Partners LLC held 36,243 SPOT 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 36,243 shares
    Change vs previous 13F -1,669 shares

    0.02% of the 13F portfolio, value $16,640,004.

    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 37,912 shares
    Change vs previous 13F +4,555 shares

    0.03% of the 13F portfolio, value $18,383,655.

    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 33,357 shares
    Change vs previous 13F -142 shares

    0.03% of the 13F portfolio, value $19,371,234.

    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 33,499 shares
    Change vs previous 13F -4,022 shares

    0.04% of the 13F portfolio, value $23,382,027.

    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 37,521 shares
    Change vs previous 13F +1,277 shares

    0.05% of the 13F portfolio, value $28,791,389.

    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 36,244 shares
    Change vs previous 13F +4,335 shares

    0.04% of the 13F portfolio, value $19,934,887.

    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 31,909 shares
    Change vs previous 13F -1,412 shares

    0.03% of the 13F portfolio, value $14,044,443.

    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 33,321 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,279,792.

    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).