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Cerity Partners LLC: BUR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on BUR, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 218,163 BUR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 218,163 shares
    Change vs previous 13F +124,689 shares

    <0.01% of the 13F portfolio, value $894,470.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,474 shares
    Change vs previous 13F +18,000 shares

    <0.01% of the 13F portfolio, value $422,503.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,474 shares
    Change vs previous 13F +35,724 shares

    <0.01% of the 13F portfolio, value $673,228.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,750 shares
    Change vs previous 13F +2,986 shares

    <0.01% of the 13F portfolio, value $475,409.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 36,764 shares
    Change vs previous 13F +10,541 shares

    <0.01% of the 13F portfolio, value $524,255.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,223 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $346,405.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).