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Disclosery

Cerity Partners LLC: USFR position timeline

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

Cerity Partners LLC held 165,540 USFR 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 165,540 shares
    Change vs previous 13F +19,079 shares

    0.01% of the 13F portfolio, value $8,334,902.

    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 146,461 shares
    Change vs previous 13F +26,420 shares

    0.01% of the 13F portfolio, value $7,372,829.

    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 120,041 shares
    Change vs previous 13F -28,533 shares

    0.01% of the 13F portfolio, value $6,040,482.

    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 148,574 shares
    Change vs previous 13F -42,792 shares

    0.01% of the 13F portfolio, value $7,468,890.

    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 191,366 shares
    Change vs previous 13F +16,363 shares

    0.02% of the 13F portfolio, value $9,627,614.

    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 175,003 shares
    Change vs previous 13F +8,234 shares

    0.02% of the 13F portfolio, value $8,807,893.

    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 166,769 shares
    Change vs previous 13F +15,945 shares

    0.02% of the 13F portfolio, value $8,391,807.

    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 150,824 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,574,373.

    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).