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Cerity Partners LLC: IDEV position timeline

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

Cerity Partners LLC held 6,536,893 IDEV 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 6,536,893 shares
    Change vs previous 13F +895,446 shares

    0.69% of the 13F portfolio, value $581,848,940.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 143,247 shares
    • Cerity Partners LLC: 6,375,948 shares
    • Cerity Partners Retirement Plan Advisors LLC: 17,698 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,641,447 shares
    Change vs previous 13F +2,164,489 shares

    0.65% of the 13F portfolio, value $471,455,763.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 182,623 shares
    • Cerity Partners LLC: 5,458,824 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,476,958 shares
    Change vs previous 13F +1,706,015 shares

    0.42% of the 13F portfolio, value $286,779,498.

    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 1,770,943 shares
    Change vs previous 13F +1,278,836 shares

    0.23% of the 13F portfolio, value $141,976,533.

    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 492,107 shares
    Change vs previous 13F +410,748 shares

    0.07% of the 13F portfolio, value $37,419,767.

    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 81,359 shares
    Change vs previous 13F +17,265 shares

    0.01% of the 13F portfolio, value $5,604,821.

    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 64,094 shares
    Change vs previous 13F -3,072 shares

    0.01% of the 13F portfolio, value $4,132,140.

    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 67,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,757,367.

    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).