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Disclosery

Cerity Partners LLC: UPS position timeline

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

Cerity Partners LLC held 525,032 UPS 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 525,032 shares
    Change vs previous 13F -7,083 shares

    0.07% of the 13F portfolio, value $56,440,590.

    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 532,115 shares
    Change vs previous 13F +10,754 shares

    0.07% of the 13F portfolio, value $52,349,487.

    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 521,361 shares
    Change vs previous 13F +113,365 shares

    0.08% of the 13F portfolio, value $51,713,809.

    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 407,996 shares
    Change vs previous 13F -21,444 shares

    0.06% of the 13F portfolio, value $34,080,091.

    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 429,440 shares
    Change vs previous 13F +5,505 shares

    0.08% of the 13F portfolio, value $43,347,852.

    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 423,935 shares
    Change vs previous 13F +5,177 shares

    0.1% of the 13F portfolio, value $46,628,537.

    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 418,758 shares
    Change vs previous 13F -25,037 shares

    0.12% of the 13F portfolio, value $53,150,541.

    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 443,795 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $60,507,072.

    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).