PBPB β€” POTBELLY CORP

Ownership history in Cerity Partners LLC  Β·  7 quarters on record

AI Ownership Summary

Cerity Partners LLC reported POTBELLY CORP (PBPB) in 7 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q3. The latest visible filing shows PBPB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBPB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in POTBELLY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PBPB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners LLC held PBPB β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 186,166 -22,558 -10.8% 0.01% $3.2M 2025-10-22 β€”
2025 Q2 REDUCED 208,724 -69,326 -24.9% 0.00% $2.6M 2025-08-13 β€”
2025 Q1 ADDED 278,050 +353 +0.1% 0.01% $2.6M 2025-04-30 β€”
2024 Q4 REDUCED 277,697 -1,969 -0.7% 0.01% $2.6M 2025-02-13 β€”
2024 Q3 ADDED 279,666 +484 +0.2% 0.01% $2.3M 2024-11-12 β€”
2023 Q4 REDUCED 279,182 -13,570 -4.6% 0.01% $2.9M 2024-01-26 β€”
2023 Q3 INITIATED 292,752 β€” β€” 0.01% $2.3M 2023-11-14 β€”

🏒 Other funds also holding PBPB

As of 2025 Q4 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Cerity Partners LLC and PBPB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning PBPB?

Cerity Partners LLC reported PBPB across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported PBPB position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for PBPB was 0.01% in 2023 Q3.

What is the latest reported PBPB position on this page?

The most recent filing on this page is 2025 Q3, when Cerity Partners LLC reported 186,166 shares, equal to 0.01% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PBPB ownership page compare?

The chart compares Cerity Partners LLC's quarterly PBPB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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