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Disclosery

Cerity Partners LLC: IBIT position timeline

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

Cerity Partners LLC held 1,566,627 IBIT 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 1,566,627 shares
    Change vs previous 13F -179,538 shares

    0.06% of the 13F portfolio, value $52,154,202.

    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 1,746,165 shares
    Change vs previous 13F +591,488 shares

    0.1% of the 13F portfolio, value $67,090,208.

    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 1,154,677 shares
    Change vs previous 13F -416,880 shares

    0.08% of the 13F portfolio, value $57,330,052.

    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 1,571,557 shares
    Change vs previous 13F +533,498 shares

    0.17% of the 13F portfolio, value $102,150,818.

    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 1,038,059 shares
    Change vs previous 13F +639,678 shares

    0.11% of the 13F portfolio, value $63,540,373.

    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 398,381 shares
    Change vs previous 13F +55,382 shares

    0.04% of the 13F portfolio, value $18,648,253.

    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 342,999 shares
    Change vs previous 13F +154,494 shares

    0.04% of the 13F portfolio, value $18,196,097.

    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 188,505 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,810,669.

    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).