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Cerity Partners LLC: URI position timeline

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

Cerity Partners LLC held 126,289 URI 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 126,289 shares
    Change vs previous 13F -851 shares

    0.17% of the 13F portfolio, value $143,072,617.

    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 127,140 shares
    Change vs previous 13F +1,707 shares

    0.13% of the 13F portfolio, value $92,629,091.

    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 125,433 shares
    Change vs previous 13F -2,883 shares

    0.15% of the 13F portfolio, value $101,514,757.

    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 128,316 shares
    Change vs previous 13F +1,755 shares

    0.2% of the 13F portfolio, value $122,499,505.

    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 126,561 shares
    Change vs previous 13F +6,934 shares

    0.17% of the 13F portfolio, value $95,351,191.

    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 119,627 shares
    Change vs previous 13F +12,793 shares

    0.15% of the 13F portfolio, value $74,970,000.

    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 106,834 shares
    Change vs previous 13F +582 shares

    0.16% of the 13F portfolio, value $75,642,752.

    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 106,252 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $86,035,374.

    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).