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Disclosery

Cerity Partners LLC: EIPX position timeline

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

Cerity Partners LLC held 2,333,859 EIPX 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 2,333,859 shares
    Change vs previous 13F -36,703 shares

    3.7% of the 13F portfolio, value $73,049,789.

    13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO 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 2,370,562 shares
    Change vs previous 13F 0 shares

    4.57% of the 13F portfolio, value $76,237,275.

    13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO 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 2,370,562 shares
    Change vs previous 13F +7,675 shares

    3.47% of the 13F portfolio, value $62,677,659.

    13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO 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 2,362,887 shares
    Change vs previous 13F -37,678 shares

    3.15% of the 13F portfolio, value $61,828,954.

    13F-HR 0001519611-25-000009 filed by Cerity Partners OCIO 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 2,400,565 shares
    Change vs previous 13F 0 shares

    3.41% of the 13F portfolio, value $61,532,484.

    13F-HR 0001566475-25-000015 filed by Cerity Partners OCIO 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 2,400,565 shares
    Change vs previous 13F 0 shares

    3.54% of the 13F portfolio, value $62,534,717.

    13F-HR 0001519611-25-000004 filed by Cerity Partners OCIO 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 2,400,565 shares
    Change vs previous 13F -24,250 shares

    3.9% of the 13F portfolio, value $58,837,848.

    13F-HR 0001566475-25-000004 filed by Cerity Partners OCIO 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 2,424,815 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $58,632,026.

    13F-HR 0001566475-24-000026 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

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