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Disclosery

Cerity Partners LLC: BIV position timeline

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

Cerity Partners LLC held 1,276,358 BIV 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 1,276,358 shares
    Change vs previous 13F +51,840 shares

    0.12% of the 13F portfolio, value $97,895,995.

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

    • Cerity Partners LLC: 1,276,358 shares
    • Cerity Partners Retirement Plan Advisors LLC: 0 shares

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

  2. period ended2026-03-31
    13F 1,224,518 shares
    Change vs previous 13F +111,667 shares

    0.13% of the 13F portfolio, value $94,503,519.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 1,208,682 shares
    • Cerity Partners Retirement Plan Advisors LLC: 15,836 shares

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

  3. period ended2025-12-31
    13F 1,112,851 shares
    Change vs previous 13F +202,499 shares

    0.13% of the 13F portfolio, value $86,668,793.

    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 910,352 shares
    Change vs previous 13F +74,500 shares

    0.12% of the 13F portfolio, value $71,089,477.

    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 835,852 shares
    Change vs previous 13F +42,736 shares

    0.12% of the 13F portfolio, value $64,644,711.

    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 793,116 shares
    Change vs previous 13F +76,370 shares

    0.12% of the 13F portfolio, value $60,728,902.

    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 716,746 shares
    Change vs previous 13F +126,041 shares

    0.12% of the 13F portfolio, value $53,568,784.

    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 590,705 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $46,293,548.

    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).