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Cerity Partners LLC: TD position timeline

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

Cerity Partners LLC held 59,372 TD 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 59,372 shares
    Change vs previous 13F +1,958 shares

    0.01% of the 13F portfolio, value $7,209,460.

    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 57,414 shares
    Change vs previous 13F +5,038 shares

    0.01% of the 13F portfolio, value $5,357,319.

    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 52,376 shares
    Change vs previous 13F -12,130 shares

    0.01% of the 13F portfolio, value $4,933,878.

    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 64,506 shares
    Change vs previous 13F +949 shares

    0.01% of the 13F portfolio, value $5,157,269.

    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 63,557 shares
    Change vs previous 13F -4,851 shares

    0.01% of the 13F portfolio, value $4,668,262.

    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 68,408 shares
    Change vs previous 13F +45,222 shares

    0.01% of the 13F portfolio, value $4,100,373.

    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 23,186 shares
    Change vs previous 13F -3,569 shares

    <0.01% of the 13F portfolio, value $1,322,950.

    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 26,755 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,692,522.

    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).