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Disclosery

Cerity Partners LLC: STE position timeline

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

Cerity Partners LLC held 94,631 STE 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 94,631 shares
    Change vs previous 13F -1,406 shares

    0.02% of the 13F portfolio, value $19,926,620.

    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 96,037 shares
    Change vs previous 13F -113,886 shares

    0.03% of the 13F portfolio, value $21,236,629.

    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 209,923 shares
    Change vs previous 13F +113,070 shares

    0.08% of the 13F portfolio, value $53,219,722.

    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 96,853 shares
    Change vs previous 13F +21,656 shares

    0.04% of the 13F portfolio, value $23,965,526.

    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 75,197 shares
    Change vs previous 13F +979 shares

    0.03% of the 13F portfolio, value $18,063,778.

    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 74,218 shares
    Change vs previous 13F +3,137 shares

    0.03% of the 13F portfolio, value $16,821,422.

    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 71,081 shares
    Change vs previous 13F -254 shares

    0.03% of the 13F portfolio, value $14,804,177.

    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 71,335 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,301,610.

    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).