Skip to content
Disclosery

Cerity Partners LLC: UL position timeline

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

Cerity Partners LLC held 633,874 UL 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 633,874 shares
    Change vs previous 13F -12,755 shares

    0.05% of the 13F portfolio, value $38,108,418.

    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 646,629 shares
    Change vs previous 13F +20,906 shares

    0.05% of the 13F portfolio, value $36,838,468.

    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 625,723 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $40,922,282.

    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).