Skip to content
Disclosery

Cerity Partners LLC: IDT position timeline

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

Cerity Partners LLC held 148,010 IDT 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 148,010 shares
    Change vs previous 13F +5,195 shares

    0.01% of the 13F portfolio, value $8,608,263.

    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 142,815 shares
    Change vs previous 13F +624 shares

    0.01% of the 13F portfolio, value $7,012,216.

    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 142,191 shares
    Change vs previous 13F -3,005 shares

    0.01% of the 13F portfolio, value $7,281,601.

    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 145,196 shares
    Change vs previous 13F -2,023 shares

    0.01% of the 13F portfolio, value $7,595,202.

    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 147,219 shares
    Change vs previous 13F +343 shares

    0.02% of the 13F portfolio, value $10,058,002.

    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 146,876 shares
    Change vs previous 13F +52,281 shares

    0.02% of the 13F portfolio, value $7,536,207.

    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 94,595 shares
    Change vs previous 13F -1,105 shares

    0.01% of the 13F portfolio, value $3,610,691.

    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 95,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,652,869.

    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).