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Disclosery

Cerity Partners LLC: SR position timeline

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

Cerity Partners LLC held 32,946 SR 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 32,946 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $2,572,768.

    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 33,266 shares
    Change vs previous 13F -499 shares

    <0.01% of the 13F portfolio, value $3,011,939.

    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 33,765 shares
    Change vs previous 13F +1,703 shares

    <0.01% of the 13F portfolio, value $2,792,343.

    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 32,062 shares
    Change vs previous 13F +3,020 shares

    <0.01% of the 13F portfolio, value $2,613,714.

    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 29,042 shares
    Change vs previous 13F +992 shares

    <0.01% of the 13F portfolio, value $2,119,774.

    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 28,050 shares
    Change vs previous 13F +1,726 shares

    <0.01% of the 13F portfolio, value $2,194,881.

    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 26,324 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $1,784,931.

    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 26,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,771,895.

    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).