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Disclosery

Cerity Partners LLC: IBB position timeline

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

Cerity Partners LLC held 63,694 IBB 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 63,694 shares
    Change vs previous 13F -6,069 shares

    0.01% of the 13F portfolio, value $12,113,838.

    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 69,763 shares
    Change vs previous 13F +21,881 shares

    0.02% of the 13F portfolio, value $11,779,792.

    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 47,882 shares
    Change vs previous 13F +1,681 shares

    0.01% of the 13F portfolio, value $8,080,936.

    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 46,201 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $6,670,189.

    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 46,512 shares
    Change vs previous 13F -2,555 shares

    0.01% of the 13F portfolio, value $5,884,294.

    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 49,067 shares
    Change vs previous 13F -1,887 shares

    0.01% of the 13F portfolio, value $6,275,648.

    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 50,954 shares
    Change vs previous 13F +741 shares

    0.01% of the 13F portfolio, value $6,739,392.

    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 50,213 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,311,102.

    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).