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Disclosery

Cerity Partners LLC: TOTL position timeline

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

Cerity Partners LLC held 58,033 TOTL 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 58,033 shares
    Change vs previous 13F -1,721 shares

    <0.01% of the 13F portfolio, value $2,290,579.

    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 59,754 shares
    Change vs previous 13F -57,242 shares

    <0.01% of the 13F portfolio, value $2,374,031.

    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 116,996 shares
    Change vs previous 13F +23,082 shares

    0.01% of the 13F portfolio, value $4,709,052.

    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 93,914 shares
    Change vs previous 13F -217,513 shares

    0.01% of the 13F portfolio, value $3,810,109.

    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 311,427 shares
    Change vs previous 13F -8,896 shares

    0.02% of the 13F portfolio, value $12,491,320.

    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 320,323 shares
    Change vs previous 13F -15,974 shares

    0.03% of the 13F portfolio, value $12,905,810.

    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 336,297 shares
    Change vs previous 13F -3,268 shares

    0.03% of the 13F portfolio, value $13,246,744.

    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 339,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,057,976.

    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).