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Disclosery

Cerity Partners LLC: XLI position timeline

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

Cerity Partners LLC held 251,043 XLI 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 251,043 shares
    Change vs previous 13F -5,189 shares

    0.06% of the 13F portfolio, value $46,500,624.

    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 256,232 shares
    Change vs previous 13F +11,230 shares

    0.06% of the 13F portfolio, value $41,440,844.

    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 245,002 shares
    Change vs previous 13F +119,366 shares

    0.06% of the 13F portfolio, value $38,004,653.

    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 125,636 shares
    Change vs previous 13F -16,918 shares

    0.03% of the 13F portfolio, value $19,376,895.

    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 142,554 shares
    Change vs previous 13F -575 shares

    0.04% of the 13F portfolio, value $21,029,675.

    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 143,129 shares
    Change vs previous 13F +5,074 shares

    0.04% of the 13F portfolio, value $18,759,931.

    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 138,055 shares
    Change vs previous 13F +11,336 shares

    0.04% of the 13F portfolio, value $18,206,126.

    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 126,719 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,162,813.

    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).