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Disclosery

Cerity Partners LLC: TROW position timeline

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

Cerity Partners LLC held 188,590 TROW 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 188,590 shares
    Change vs previous 13F +38,573 shares

    0.03% of the 13F portfolio, value $21,440,790.

    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 150,017 shares
    Change vs previous 13F +12,296 shares

    0.02% of the 13F portfolio, value $13,522,553.

    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 137,721 shares
    Change vs previous 13F -4,330 shares

    0.02% of the 13F portfolio, value $14,099,982.

    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 142,051 shares
    Change vs previous 13F -9,650 shares

    0.02% of the 13F portfolio, value $14,580,112.

    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 151,701 shares
    Change vs previous 13F +23,943 shares

    0.03% of the 13F portfolio, value $14,639,239.

    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 127,758 shares
    Change vs previous 13F +54,584 shares

    0.02% of the 13F portfolio, value $11,737,066.

    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 73,174 shares
    Change vs previous 13F -59,026 shares

    0.02% of the 13F portfolio, value $8,241,189.

    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 132,200 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,400,571.

    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).