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Disclosery

Cerity Partners LLC: XLY position timeline

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

Cerity Partners LLC held 199,906 XLY 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 199,906 shares
    Change vs previous 13F -21,568 shares

    0.03% of the 13F portfolio, value $23,444,981.

    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 221,474 shares
    Change vs previous 13F -10,270 shares

    0.03% of the 13F portfolio, value $24,136,272.

    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 231,744 shares
    Change vs previous 13F +211,714 shares

    0.04% of the 13F portfolio, value $27,672,475.

    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 20,030 shares
    Change vs previous 13F -341 shares

    0.01% of the 13F portfolio, value $4,800,040.

    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 20,371 shares
    Change vs previous 13F +2,288 shares

    0.01% of the 13F portfolio, value $4,427,133.

    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 18,083 shares
    Change vs previous 13F -2,567 shares

    0.01% of the 13F portfolio, value $3,570,519.

    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 20,650 shares
    Change vs previous 13F +2,639 shares

    0.01% of the 13F portfolio, value $4,630,599.

    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 18,011 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,608,635.

    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).