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Cerity Partners LLC: SPSM position timeline

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

Cerity Partners LLC held 431,825 SPSM 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 431,825 shares
    Change vs previous 13F +4,014 shares

    0.03% of the 13F portfolio, value $24,903,125.

    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 427,811 shares
    Change vs previous 13F +302,971 shares

    0.03% of the 13F portfolio, value $20,671,383.

    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 124,840 shares
    Change vs previous 13F +5,938 shares

    0.01% of the 13F portfolio, value $5,850,036.

    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 118,902 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $5,507,497.

    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 118,719 shares
    Change vs previous 13F +19,182 shares

    0.01% of the 13F portfolio, value $5,057,396.

    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 99,537 shares
    Change vs previous 13F -6,896 shares

    0.01% of the 13F portfolio, value $4,057,108.

    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 106,433 shares
    Change vs previous 13F +12,455 shares

    0.01% of the 13F portfolio, value $4,780,945.

    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 93,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,276,898.

    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).