Position in UFPI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$381,197
-$517,064 QoQ
Shares Held
4,201
-56.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#221
of 384 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 23%
Shared 13%
None 64%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026Cerity Partners LLC holds $14,604,208 across 4 Lumber & Wood Production names. UFPI ranks #3 (2.6% of the industry book) .
All Filings in UFPI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,197 | 4,201 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $898,261 | 9,751 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $647,273 | 7,109 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $321,605 | 3,440 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $529,886 | 5,333 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $692,120 | 6,466 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $559,081 | 4,963 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $830,821 | 6,332 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,136 | 2,153 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $734,861 | 5,974 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||