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Disclosery

Cerity Partners LLC: XLF position timeline

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

Cerity Partners LLC held 1,006,584 XLF 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 1,006,584 shares
    Change vs previous 13F -13,648 shares

    0.07% of the 13F portfolio, value $53,962,602.

    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 1,020,232 shares
    Change vs previous 13F -15,767 shares

    0.07% of the 13F portfolio, value $50,369,377.

    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 1,035,999 shares
    Change vs previous 13F +690,083 shares

    0.08% of the 13F portfolio, value $56,741,636.

    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 345,916 shares
    Change vs previous 13F -3,135 shares

    0.03% of the 13F portfolio, value $18,634,450.

    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 349,051 shares
    Change vs previous 13F +46,980 shares

    0.03% of the 13F portfolio, value $18,279,761.

    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 302,071 shares
    Change vs previous 13F +70,486 shares

    0.03% of the 13F portfolio, value $15,046,099.

    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 231,585 shares
    Change vs previous 13F +9,639 shares

    0.02% of the 13F portfolio, value $11,168,511.

    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 221,946 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,058,597.

    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).