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Disclosery

Cerity Partners LLC: UBSI position timeline

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

Cerity Partners LLC held 67,750 UBSI 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 67,750 shares
    Change vs previous 13F +186 shares

    <0.01% of the 13F portfolio, value $3,104,959.

    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 67,564 shares
    Change vs previous 13F +22,095 shares

    <0.01% of the 13F portfolio, value $2,798,527.

    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 45,469 shares
    Change vs previous 13F +4,018 shares

    <0.01% of the 13F portfolio, value $1,746,004.

    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 41,451 shares
    Change vs previous 13F -2,104 shares

    <0.01% of the 13F portfolio, value $1,542,408.

    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 43,555 shares
    Change vs previous 13F +1,344 shares

    <0.01% of the 13F portfolio, value $1,586,710.

    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 42,211 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $1,463,456.

    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 41,865 shares
    Change vs previous 13F -2,314 shares

    <0.01% of the 13F portfolio, value $1,560,536.

    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 44,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,639,042.

    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).