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Disclosery

Cerity Partners LLC: IUSB position timeline

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

Cerity Partners LLC held 953,130 IUSB 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 953,130 shares
    Change vs previous 13F +411,650 shares

    0.05% of the 13F portfolio, value $43,986,963.

    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 541,480 shares
    Change vs previous 13F +484,313 shares

    0.04% of the 13F portfolio, value $25,010,988.

    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 57,167 shares
    Change vs previous 13F -32,203 shares

    <0.01% of the 13F portfolio, value $2,660,540.

    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 89,370 shares
    Change vs previous 13F -87,225 shares

    0.01% of the 13F portfolio, value $4,174,473.

    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 176,595 shares
    Change vs previous 13F -701 shares

    0.01% of the 13F portfolio, value $8,163,972.

    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 177,296 shares
    Change vs previous 13F +8,013 shares

    0.02% of the 13F portfolio, value $8,169,811.

    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 169,283 shares
    Change vs previous 13F +161,130 shares

    0.02% of the 13F portfolio, value $7,651,606.

    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 8,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $384,169.

    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).