Cerity Partners LLC
CIK
0001566475
City
New York
State / Country
NY
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $297,297 | 14,300 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $309,452 | 14,300 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $293,579 | 14,300 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $334,951 | 16,549 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $329,588 | 16,529 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $395,621 | 18,401 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $332,160 | 17,300 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $331,641 | 17,300 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $307,075 | 17,300 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $290,121 | 17,300 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $301,366 | 17,300 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $338,611 | 18,646 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $336,780 | 18,000 | Shares | Sole | 2023-02-15 |