Cerity Partners LLC
Holdings in TM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,202,903 | 33,649 | Shares | Other | 2026-02-11 |
| 2025-09-30 | $5,772,446 | 30,208 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $4,958,159 | 28,783 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $6,456,408 | 36,574 | Shares | Defined | 2025-04-30 |
| 2024-12-31 | $7,106,573 | 36,517 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $7,518,154 | 42,102 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $5,748,998 | 28,048 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $10,446,733 | 41,508 | Shares | Defined | 2024-05-14 |
| 2023-12-31 | $5,079,626 | 27,700 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $3,479,960 | 19,360 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $4,229,332 | 26,310 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $3,666,795 | 25,879 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,335,147 | 24,419 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,213,781 | 9,316 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,524,741 | 9,890 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $244,238 | 1,355 | Shares | Sole | 2022-04-25 |
| 2021-12-31 | $816,246 | 4,405 | Shares | Sole | 2022-02-14 |