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Disclosery

Cerity Partners LLC: USVM position timeline

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

Cerity Partners LLC held 1,366,528 USVM 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 1,366,528 shares
    Change vs previous 13F -67,730 shares

    0.18% of the 13F portfolio, value $150,085,618.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 1,363,934 shares
    • Cerity Partners Retirement Plan Advisors LLC: 2,594 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,434,258 shares
    Change vs previous 13F +26,295 shares

    0.19% of the 13F portfolio, value $135,794,169.

    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 1,407,963 shares
    Change vs previous 13F +14,104 shares

    0.19% of the 13F portfolio, value $128,556,240.

    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 1,393,859 shares
    Change vs previous 13F +29,245 shares

    0.2% of the 13F portfolio, value $126,223,864.

    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 1,364,614 shares
    Change vs previous 13F +249,822 shares

    0.2% of the 13F portfolio, value $114,504,727.

    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 1,114,792 shares
    Change vs previous 13F +31,281 shares

    0.18% of the 13F portfolio, value $87,778,746.

    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 1,083,511 shares
    Change vs previous 13F -15,973 shares

    0.2% of the 13F portfolio, value $91,246,041.

    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 1,099,484 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $93,545,865.

    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).