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Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

LOB holding history

Live Oak Bancshares, Inc. in every 13F filed by Cerity Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOB overviewAll 13F holders of LOBFull Q2 2026 holdings

Shares (Q2 2026)
5,928
Value
$242.1K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2021
Holdings of LOB by Cerity Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,928$242.1K<0.1%+5,928NewHolders
Q3 20220$00.0%−7,777−100.0%Sold outHolders
Q2 20227,777$263.0K<0.1%+34+0.4%AddedHolders
Q1 20227,743$394.0K<0.1%−250−3.1%ReducedHolders
Q4 20217,993$698.0K<0.1%00.0%UnchangedHolders
Q3 20217,993$509.0K<0.1%00.0%UnchangedHolders
Q2 20217,993$472.0K<0.1%00.0%UnchangedHolders
Q1 20217,993$547.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.