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Disclosery

Cerity Partners LLC: SUB position timeline

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

Cerity Partners LLC held 492,533 SUB 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 492,533 shares
    Change vs previous 13F -25,707 shares

    0.06% of the 13F portfolio, value $52,439,823.

    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 518,240 shares
    Change vs previous 13F +41,150 shares

    0.08% of the 13F portfolio, value $55,192,508.

    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 477,090 shares
    Change vs previous 13F +50,215 shares

    0.07% of the 13F portfolio, value $50,905,430.

    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 426,875 shares
    Change vs previous 13F +15,590 shares

    0.07% of the 13F portfolio, value $45,581,649.

    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 411,285 shares
    Change vs previous 13F -4,606 shares

    0.08% of the 13F portfolio, value $43,735,994.

    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 415,891 shares
    Change vs previous 13F +14,740 shares

    0.09% of the 13F portfolio, value $43,918,057.

    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 401,151 shares
    Change vs previous 13F +65,962 shares

    0.09% of the 13F portfolio, value $42,313,578.

    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 335,189 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $35,593,724.

    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).