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Disclosery

Cerity Partners LLC: XYZ position timeline

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

Cerity Partners LLC held 434,332 XYZ 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 434,332 shares
    Change vs previous 13F +23,831 shares

    0.04% of the 13F portfolio, value $33,010,133.

    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 410,501 shares
    Change vs previous 13F +4,169 shares

    0.04% of the 13F portfolio, value $24,706,887.

    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 406,332 shares
    Change vs previous 13F +381,058 shares

    0.04% of the 13F portfolio, value $26,448,172.

    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 25,274 shares
    Change vs previous 13F -2,123 shares

    <0.01% of the 13F portfolio, value $1,826,587.

    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 27,397 shares
    Change vs previous 13F -1,910 shares

    <0.01% of the 13F portfolio, value $1,861,035.

    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 29,307 shares
    Change vs previous 13F -16,471 shares

    <0.01% of the 13F portfolio, value $1,592,253.

    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 45,778 shares
    Change vs previous 13F +8,403 shares

    0.01% of the 13F portfolio, value $3,794,365.

    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 37,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,508,969.

    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).