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Disclosery

Cerity Partners LLC: SWAN position timeline

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

Cerity Partners LLC held 2,203,400 SWAN 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 2,203,400 shares
    Change vs previous 13F +30,580 shares

    0.09% of the 13F portfolio, value $73,509,667.

    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 2,172,820 shares
    Change vs previous 13F +59,872 shares

    0.1% of the 13F portfolio, value $67,490,580.

    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 2,112,948 shares
    Change vs previous 13F +17,083 shares

    0.1% of the 13F portfolio, value $68,607,396.

    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 2,095,865 shares
    Change vs previous 13F -36,633 shares

    0.11% of the 13F portfolio, value $67,453,524.

    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 2,132,498 shares
    Change vs previous 13F -6,425 shares

    0.12% of the 13F portfolio, value $65,361,063.

    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 2,138,923 shares
    Change vs previous 13F +14,456 shares

    0.13% of the 13F portfolio, value $61,408,491.

    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 2,124,467 shares
    Change vs previous 13F -39,109 shares

    0.14% of the 13F portfolio, value $62,386,044.

    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 2,163,576 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $65,794,359.

    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).