Cerity Partners LLC
Holdings in HSBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,460,223 | 120,252 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $7,668,679 | 108,040 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $6,000,459 | 98,708 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,499,956 | 95,768 | Shares | Other | 2025-04-30 |
| 2024-12-31 | $3,879,988 | 78,447 | Shares | Other | 2025-02-13 |
| 2024-09-30 | $4,163,625 | 92,136 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,418,295 | 55,593 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $3,508,392 | 89,136 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $1,864,110 | 45,982 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $1,148,917 | 29,116 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,252,903 | 31,623 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,002,739 | 29,380 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $600,390 | 19,268 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $596,664 | 22,887 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $876,732 | 26,836 | Shares | Sole | 2022-08-10 |
| 2021-12-31 | $336,082 | 11,147 | Shares | Sole | 2022-02-14 |