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Cerity Partners LLC: IBM position timeline

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

Cerity Partners LLC held 646,294 IBM 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 646,294 shares
    Change vs previous 13F +185,979 shares

    0.16% of the 13F portfolio, value $134,475,600.

    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 460,315 shares
    Change vs previous 13F +84,679 shares

    0.16% of the 13F portfolio, value $111,579,274.

    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 375,636 shares
    Change vs previous 13F +29,229 shares

    0.16% of the 13F portfolio, value $111,269,051.

    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 346,407 shares
    Change vs previous 13F +6,632 shares

    0.16% of the 13F portfolio, value $97,732,219.

    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 339,775 shares
    Change vs previous 13F +10,458 shares

    0.18% of the 13F portfolio, value $100,138,944.

    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 329,317 shares
    Change vs previous 13F +22,611 shares

    0.17% of the 13F portfolio, value $81,887,884.

    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 306,706 shares
    Change vs previous 13F +7,015 shares

    0.15% of the 13F portfolio, value $67,472,942.

    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 299,691 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $66,256,075.

    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).