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Cerity Partners LLC: USMV position timeline

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

Cerity Partners LLC held 1,373,229 USMV 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 1,373,229 shares
    Change vs previous 13F +47,146 shares

    0.16% of the 13F portfolio, value $132,462,874.

    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 1,326,083 shares
    Change vs previous 13F +103,388 shares

    0.17% of the 13F portfolio, value $122,982,354.

    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 1,222,695 shares
    Change vs previous 13F +49,558 shares

    0.17% of the 13F portfolio, value $115,128,892.

    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 1,173,137 shares
    Change vs previous 13F +51,398 shares

    0.18% of the 13F portfolio, value $111,612,207.

    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 1,121,739 shares
    Change vs previous 13F -1,061,130 shares

    0.19% of the 13F portfolio, value $105,297,651.

    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 2,182,869 shares
    Change vs previous 13F +83,529 shares

    0.42% of the 13F portfolio, value $204,447,561.

    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 2,099,340 shares
    Change vs previous 13F -34,835 shares

    0.4% of the 13F portfolio, value $186,400,359.

    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 2,134,175 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $194,871,454.

    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).