Cerity Partners LLC
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,028,225 | 58,555 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $257,094 | 10,880 | Shares | Other | 2025-10-22 |
| 2025-06-30 | $291,260 | 11,604 | Shares | Sole | 2025-08-13 |
| 2023-03-31 | $13,308 | 543 | Shares | Sole | 2023-05-11 |