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Disclosery

Cerity Partners LLC: VLUE position timeline

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

Cerity Partners LLC held 58,080 VLUE 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 58,080 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $11,604,893.

    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 57,423 shares
    Change vs previous 13F -3,031 shares

    0.01% of the 13F portfolio, value $8,164,980.

    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 60,454 shares
    Change vs previous 13F -4,624 shares

    0.01% of the 13F portfolio, value $8,265,919.

    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 65,078 shares
    Change vs previous 13F -2,351 shares

    0.01% of the 13F portfolio, value $8,137,961.

    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 67,429 shares
    Change vs previous 13F -699,980 shares

    0.01% of the 13F portfolio, value $7,633,595.

    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 767,409 shares
    Change vs previous 13F +33,333 shares

    0.17% of the 13F portfolio, value $81,844,186.

    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 734,076 shares
    Change vs previous 13F +5,044 shares

    0.17% of the 13F portfolio, value $77,525,667.

    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 729,032 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $79,493,678.

    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).