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Disclosery

Cerity Partners LLC: UMBF position timeline

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

Cerity Partners LLC held 22,506 UMBF 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 22,506 shares
    Change vs previous 13F -952 shares

    <0.01% of the 13F portfolio, value $3,212,868.

    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 23,458 shares
    Change vs previous 13F +294 shares

    <0.01% of the 13F portfolio, value $2,645,833.

    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 23,164 shares
    Change vs previous 13F -3,850 shares

    <0.01% of the 13F portfolio, value $2,664,760.

    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 27,014 shares
    Change vs previous 13F +4,987 shares

    0.01% of the 13F portfolio, value $3,197,069.

    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 22,027 shares
    Change vs previous 13F +3,099 shares

    <0.01% of the 13F portfolio, value $2,316,467.

    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 18,928 shares
    Change vs previous 13F -1,575 shares

    <0.01% of the 13F portfolio, value $1,913,730.

    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 20,503 shares
    Change vs previous 13F -766 shares

    <0.01% of the 13F portfolio, value $2,197,487.

    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 21,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,235,565.

    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).