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Disclosery

Cerity Partners LLC: USRT position timeline

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

Cerity Partners LLC held 940,273 USRT 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 940,273 shares
    Change vs previous 13F +24,586 shares

    0.08% of the 13F portfolio, value $62,481,095.

    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 915,687 shares
    Change vs previous 13F +43,788 shares

    0.08% of the 13F portfolio, value $54,199,442.

    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 871,899 shares
    Change vs previous 13F +1,240 shares

    0.07% of the 13F portfolio, value $49,663,304.

    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 870,659 shares
    Change vs previous 13F +31,328 shares

    0.08% of the 13F portfolio, value $51,125,026.

    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 839,331 shares
    Change vs previous 13F +506,314 shares

    0.08% of the 13F portfolio, value $47,472,511.

    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 333,017 shares
    Change vs previous 13F -18,161 shares

    0.04% of the 13F portfolio, value $19,181,798.

    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 351,178 shares
    Change vs previous 13F +95,304 shares

    0.04% of the 13F portfolio, value $20,126,715.

    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 255,874 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,754,166.

    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).