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Cerity Partners LLC: TFC position timeline

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

Cerity Partners LLC held 552,501 TFC 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 552,501 shares
    Change vs previous 13F -4,327 shares

    0.03% of the 13F portfolio, value $27,525,582.

    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 556,828 shares
    Change vs previous 13F -44,617 shares

    0.04% of the 13F portfolio, value $25,597,417.

    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 601,445 shares
    Change vs previous 13F +24,457 shares

    0.04% of the 13F portfolio, value $29,598,294.

    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 576,988 shares
    Change vs previous 13F +32,737 shares

    0.04% of the 13F portfolio, value $26,372,924.

    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 544,251 shares
    Change vs previous 13F +11,745 shares

    0.04% of the 13F portfolio, value $23,401,565.

    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 532,506 shares
    Change vs previous 13F -16,602 shares

    0.05% of the 13F portfolio, value $21,912,634.

    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 549,108 shares
    Change vs previous 13F +5,998 shares

    0.05% of the 13F portfolio, value $23,788,179.

    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 543,110 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $23,228,869.

    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).