Cerity Partners LLC: XLE position timeline

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

Cerity Partners LLC held 1,211,327 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,211,327 shares
Change vs previous 13F +16,026 shares
0.08% of the 13F portfolio, value $64,333,361.
13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Cerity Partners OCIO LLC: 186,996 shares
- Cerity Partners LLC: 1,024,331 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,195,301 shares
Change vs previous 13F +437,613 shares
0.1% of the 13F portfolio, value $73,223,680.
13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Cerity Partners OCIO LLC: 186,996 shares
- Cerity Partners LLC: 1,008,305 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 757,688 shares
Change vs previous 13F +305,791 shares
0.05% of the 13F portfolio, value $33,877,032.
13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Cerity Partners OCIO LLC: 0 shares
- Cerity Partners LLC: 757,688 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 451,897 shares
Change vs previous 13F -9,601 shares
0.06% of the 13F portfolio, value $40,372,121.
13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Cerity Partners OCIO LLC: 117,719 shares
- Cerity Partners LLC: 334,178 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 461,498 shares
Change vs previous 13F -8,274 shares
0.07% of the 13F portfolio, value $39,139,823.
13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Cerity Partners OCIO LLC: 117,719 shares
- Cerity Partners LLC: 343,779 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 469,772 shares
Change vs previous 13F -26,698 shares
0.09% of the 13F portfolio, value $43,900,138.
13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Cerity Partners OCIO LLC: 117,719 shares
- Cerity Partners LLC: 352,053 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 496,470 shares
Change vs previous 13F +30,440 shares
0.09% of the 13F portfolio, value $42,545,350.
13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Cerity Partners OCIO LLC: 117,719 shares
- Cerity Partners LLC: 378,751 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 466,030 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $40,917,403.
13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Cerity Partners OCIO LLC: 117,719 shares
- Cerity Partners LLC: 348,311 shares
Acceptance time not in the bulk data set (spec §4.2).