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Disclosery

Cerity Partners LLC: SU position timeline

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

Cerity Partners LLC held 71,528 SU 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 71,528 shares
    Change vs previous 13F +2,042 shares

    <0.01% of the 13F portfolio, value $3,839,607.

    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 69,486 shares
    Change vs previous 13F +5,634 shares

    0.01% of the 13F portfolio, value $4,593,731.

    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 63,852 shares
    Change vs previous 13F -2,525 shares

    <0.01% of the 13F portfolio, value $2,834,313.

    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 66,377 shares
    Change vs previous 13F -1,847 shares

    <0.01% of the 13F portfolio, value $2,774,253.

    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 68,224 shares
    Change vs previous 13F -3,897 shares

    <0.01% of the 13F portfolio, value $2,555,644.

    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 72,121 shares
    Change vs previous 13F +31,077 shares

    0.01% of the 13F portfolio, value $2,792,509.

    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).

  7. period ended2024-12-31
    13F 41,044 shares
    Change vs previous 13F -4,493 shares

    <0.01% of the 13F portfolio, value $1,476,007.

    13F-HR 0001566475-25-000002 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).

  8. period ended2024-09-30
    13F 45,537 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,681,207.

    13F-HR 0001566475-24-000030 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).