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Disclosery

Cerity Partners LLC: XLK position timeline

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

Cerity Partners LLC held 850,475 XLK 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 850,475 shares
    Change vs previous 13F -1,722,514 shares

    0.2% of the 13F portfolio, value $162,033,189.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 0 shares
    • Cerity Partners LLC: 850,475 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,572,989 shares
    Change vs previous 13F +110,123 shares

    0.47% of the 13F portfolio, value $341,949,876.

    13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 1,691,744 shares
    • Cerity Partners LLC: 881,245 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,462,866 shares
    Change vs previous 13F +2,292,879 shares

    0.5% of the 13F portfolio, value $354,578,974.

    13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 1,663,939 shares
    • Cerity Partners LLC: 798,927 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 169,987 shares
    Change vs previous 13F +4,961 shares

    0.08% of the 13F portfolio, value $47,912,818.

    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 165,026 shares
    Change vs previous 13F +11,468 shares

    0.07% of the 13F portfolio, value $41,789,848.

    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 153,558 shares
    Change vs previous 13F -7,412 shares

    0.07% of the 13F portfolio, value $31,706,870.

    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 160,970 shares
    Change vs previous 13F +54,450 shares

    0.08% of the 13F portfolio, value $37,395,530.

    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 106,520 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $24,047,837.

    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).