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Disclosery

Cerity Partners LLC: XLU position timeline

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

Cerity Partners LLC held 562,767 XLU 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 562,767 shares
    Change vs previous 13F +13,794 shares

    0.03% of the 13F portfolio, value $25,515,709.

    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 548,973 shares
    Change vs previous 13F +57,976 shares

    0.04% of the 13F portfolio, value $25,193,883.

    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 490,997 shares
    Change vs previous 13F +344,160 shares

    0.03% of the 13F portfolio, value $20,960,677.

    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 146,837 shares
    Change vs previous 13F +7,848 shares

    0.02% of the 13F portfolio, value $12,805,618.

    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 138,989 shares
    Change vs previous 13F +25,570 shares

    0.02% of the 13F portfolio, value $11,349,766.

    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 113,419 shares
    Change vs previous 13F +3,890 shares

    0.02% of the 13F portfolio, value $8,943,099.

    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 109,529 shares
    Change vs previous 13F +5,654 shares

    0.02% of the 13F portfolio, value $8,299,111.

    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 103,875 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,391,021.

    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).