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Disclosery

Cerity Partners LLC: XLV position timeline

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

Cerity Partners LLC held 275,041 XLV 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 275,041 shares
    Change vs previous 13F +4,588 shares

    0.05% of the 13F portfolio, value $43,638,156.

    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 270,453 shares
    Change vs previous 13F -34,013 shares

    0.06% of the 13F portfolio, value $39,651,257.

    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 304,466 shares
    Change vs previous 13F +240,131 shares

    0.07% of the 13F portfolio, value $47,131,191.

    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 64,335 shares
    Change vs previous 13F -1,832 shares

    0.01% of the 13F portfolio, value $8,954,196.

    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 66,167 shares
    Change vs previous 13F +3,937 shares

    0.02% of the 13F portfolio, value $8,918,583.

    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 62,230 shares
    Change vs previous 13F -13,226 shares

    0.02% of the 13F portfolio, value $9,086,399.

    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 75,456 shares
    Change vs previous 13F -46,649 shares

    0.02% of the 13F portfolio, value $10,412,611.

    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 122,105 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,806,617.

    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).