Skip to content
Disclosery

Cerity Partners LLC: XLB position timeline

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

Cerity Partners LLC held 262,982 XLB 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 262,982 shares
    Change vs previous 13F -7,397 shares

    0.02% of the 13F portfolio, value $13,367,255.

    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 270,379 shares
    Change vs previous 13F +1,594 shares

    0.02% of the 13F portfolio, value $13,510,692.

    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 268,785 shares
    Change vs previous 13F +216,657 shares

    0.02% of the 13F portfolio, value $12,189,372.

    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 52,128 shares
    Change vs previous 13F +1,881 shares

    0.01% of the 13F portfolio, value $4,671,624.

    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 50,247 shares
    Change vs previous 13F +11,415 shares

    0.01% of the 13F portfolio, value $4,412,106.

    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 38,832 shares
    Change vs previous 13F -691 shares

    0.01% of the 13F portfolio, value $3,338,787.

    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 39,523 shares
    Change vs previous 13F -1,571 shares

    0.01% of the 13F portfolio, value $3,327,599.

    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 41,094 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,960,616.

    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).