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Cerity Partners LLC: TRU position timeline

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

Cerity Partners LLC held 14,358 TRU 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 14,358 shares
    Change vs previous 13F -60,046 shares

    <0.01% of the 13F portfolio, value $1,035,770.

    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 74,404 shares
    Change vs previous 13F +40,629 shares

    0.01% of the 13F portfolio, value $5,148,052.

    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 33,775 shares
    Change vs previous 13F +10,596 shares

    <0.01% of the 13F portfolio, value $2,896,198.

    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 23,179 shares
    Change vs previous 13F +6,209 shares

    <0.01% of the 13F portfolio, value $1,941,951.

    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 16,970 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $1,493,557.

    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 17,198 shares
    Change vs previous 13F -17,220 shares

    <0.01% of the 13F portfolio, value $1,427,273.

    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 34,418 shares
    Change vs previous 13F -7,190 shares

    0.01% of the 13F portfolio, value $3,366,844.

    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 41,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,356,369.

    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).