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Cerity Partners LLC: UE position timeline

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

Cerity Partners LLC held 45,392 UE 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 45,392 shares
    Change vs previous 13F +2,577 shares

    <0.01% of the 13F portfolio, value $1,038,570.

    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 42,815 shares
    Change vs previous 13F -2,655 shares

    <0.01% of the 13F portfolio, value $855,442.

    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 45,470 shares
    Change vs previous 13F -2,944 shares

    <0.01% of the 13F portfolio, value $872,577.

    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 48,414 shares
    Change vs previous 13F +4,183 shares

    <0.01% of the 13F portfolio, value $991,033.

    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 44,231 shares
    Change vs previous 13F +2,349 shares

    <0.01% of the 13F portfolio, value $825,335.

    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 41,882 shares
    Change vs previous 13F -36,858 shares

    <0.01% of the 13F portfolio, value $795,766.

    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 78,740 shares
    Change vs previous 13F +36,757 shares

    <0.01% of the 13F portfolio, value $1,690,490.

    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 41,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $898,017.

    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).