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Disclosery

Cerity Partners LLC: UBS position timeline

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

Cerity Partners LLC held 245,469 UBS 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 245,469 shares
    Change vs previous 13F +31,094 shares

    0.01% of the 13F portfolio, value $12,165,765.

    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 214,375 shares
    Change vs previous 13F +54,586 shares

    0.01% of the 13F portfolio, value $8,375,739.

    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 159,789 shares
    Change vs previous 13F -4,849 shares

    0.01% of the 13F portfolio, value $7,399,866.

    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 164,638 shares
    Change vs previous 13F -2,637 shares

    0.01% of the 13F portfolio, value $6,750,191.

    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 167,275 shares
    Change vs previous 13F -5,761 shares

    0.01% of the 13F portfolio, value $5,657,252.

    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 173,036 shares
    Change vs previous 13F +81,214 shares

    0.01% of the 13F portfolio, value $5,300,090.

    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 91,822 shares
    Change vs previous 13F -37,158 shares

    0.01% of the 13F portfolio, value $2,814,241.

    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 128,980 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,986,769.

    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).