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Disclosery

Cerity Partners LLC: IBTL position timeline

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

Cerity Partners LLC held 32,467 IBTL 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 32,467 shares
    Change vs previous 13F -755 shares

    <0.01% of the 13F portfolio, value $655,509.

    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 33,222 shares
    Change vs previous 13F +8,457 shares

    <0.01% of the 13F portfolio, value $677,692.

    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 24,765 shares
    Change vs previous 13F +687 shares

    <0.01% of the 13F portfolio, value $508,302.

    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 24,078 shares
    Change vs previous 13F +4,859 shares

    <0.01% of the 13F portfolio, value $495,285.

    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 19,219 shares
    Change vs previous 13F -86 shares

    <0.01% of the 13F portfolio, value $393,990.

    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 19,305 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $392,471.

    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 19,302 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $382,180.

    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).