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Disclosery

Cerity Partners LLC: UPBD position timeline

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

Cerity Partners LLC held 90,139 UPBD 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 90,139 shares
    Change vs previous 13F +23,126 shares

    <0.01% of the 13F portfolio, value $1,912,730.

    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 67,013 shares
    Change vs previous 13F +8,458 shares

    <0.01% of the 13F portfolio, value $1,209,584.

    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 58,555 shares
    Change vs previous 13F +47,675 shares

    <0.01% of the 13F portfolio, value $1,028,226.

    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 10,880 shares
    Change vs previous 13F -724 shares

    <0.01% of the 13F portfolio, value $257,093.

    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 11,604 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,261.

    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).