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Disclosery

Cerity Partners LLC: TRP position timeline

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

Cerity Partners LLC held 40,949 TRP 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 40,949 shares
    Change vs previous 13F +3,632 shares

    <0.01% of the 13F portfolio, value $2,715,197.

    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 37,317 shares
    Change vs previous 13F +1,491 shares

    <0.01% of the 13F portfolio, value $2,336,649.

    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 35,826 shares
    Change vs previous 13F -4,468 shares

    <0.01% of the 13F portfolio, value $1,970,442.

    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 40,294 shares
    Change vs previous 13F +7,109 shares

    <0.01% of the 13F portfolio, value $2,192,386.

    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 33,185 shares
    Change vs previous 13F -760 shares

    <0.01% of the 13F portfolio, value $1,619,130.

    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 33,945 shares
    Change vs previous 13F +18,022 shares

    <0.01% of the 13F portfolio, value $1,602,585.

    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 15,923 shares
    Change vs previous 13F -4,615 shares

    <0.01% of the 13F portfolio, value $751,654.

    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 20,538 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $976,582.

    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).