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Disclosery

Cerity Partners LLC: U position timeline

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

Cerity Partners LLC held 300,330 U 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 300,330 shares
    Change vs previous 13F +248,277 shares

    0.01% of the 13F portfolio, value $8,583,438.

    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 52,053 shares
    Change vs previous 13F -2,695 shares

    <0.01% of the 13F portfolio, value $1,142,041.

    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 54,748 shares
    Change vs previous 13F -3,281 shares

    <0.01% of the 13F portfolio, value $2,418,216.

    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 58,029 shares
    Change vs previous 13F +2,307 shares

    <0.01% of the 13F portfolio, value $2,323,481.

    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 55,722 shares
    Change vs previous 13F -71,989 shares

    <0.01% of the 13F portfolio, value $1,348,473.

    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 127,711 shares
    Change vs previous 13F +67,357 shares

    0.01% of the 13F portfolio, value $2,501,859.

    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 60,354 shares
    Change vs previous 13F -18,124 shares

    <0.01% of the 13F portfolio, value $1,356,526.

    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 78,478 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,775,173.

    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).