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Disclosery

Cerity Partners LLC: IDA position timeline

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

Cerity Partners LLC held 35,820 IDA 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 35,820 shares
    Change vs previous 13F +8,141 shares

    0.01% of the 13F portfolio, value $5,419,518.

    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 27,679 shares
    Change vs previous 13F +9,162 shares

    0.01% of the 13F portfolio, value $3,957,273.

    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 18,517 shares
    Change vs previous 13F -4,938 shares

    <0.01% of the 13F portfolio, value $2,343,483.

    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 23,455 shares
    Change vs previous 13F +2,829 shares

    0.01% of the 13F portfolio, value $3,099,596.

    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 20,626 shares
    Change vs previous 13F -1,886 shares

    <0.01% of the 13F portfolio, value $2,381,296.

    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 22,512 shares
    Change vs previous 13F -1,216 shares

    0.01% of the 13F portfolio, value $2,616,345.

    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 23,728 shares
    Change vs previous 13F +213 shares

    0.01% of the 13F portfolio, value $2,481,535.

    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 23,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,424,125.

    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).