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Disclosery

Cerity Partners LLC: IBTK position timeline

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

Cerity Partners LLC held 34,509 IBTK 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 34,509 shares
    Change vs previous 13F -778 shares

    <0.01% of the 13F portfolio, value $674,306.

    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 35,287 shares
    Change vs previous 13F +9,637 shares

    <0.01% of the 13F portfolio, value $695,859.

    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 25,650 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $509,024.

    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 24,939 shares
    Change vs previous 13F +1,055 shares

    <0.01% of the 13F portfolio, value $495,663.

    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 23,884 shares
    Change vs previous 13F -88 shares

    <0.01% of the 13F portfolio, value $473,859.

    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 23,972 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $471,290.

    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 23,884 shares
    Change vs previous 13F +2,273 shares

    <0.01% of the 13F portfolio, value $458,403.

    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 21,611 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $433,193.

    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).