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Disclosery

Cerity Partners LLC: IBTG position timeline

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

Cerity Partners LLC held 68,295 IBTG 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 68,295 shares
    Change vs previous 13F -18,171 shares

    <0.01% of the 13F portfolio, value $1,563,269.

    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 86,466 shares
    Change vs previous 13F +62,376 shares

    <0.01% of the 13F portfolio, value $1,981,382.

    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 24,090 shares
    Change vs previous 13F +3,812 shares

    <0.01% of the 13F portfolio, value $551,052.

    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 20,278 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $465,380.

    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 20,278 shares
    Change vs previous 13F -74 shares

    <0.01% of the 13F portfolio, value $464,975.

    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 20,352 shares
    Change vs previous 13F -9,660 shares

    <0.01% of the 13F portfolio, value $466,875.

    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 30,012 shares
    Change vs previous 13F -8,098 shares

    <0.01% of the 13F portfolio, value $684,577.

    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 38,110 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $879,005.

    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).