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Disclosery

Cerity Partners LLC: IDU position timeline

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

Cerity Partners LLC held 17,957 IDU 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 17,957 shares
    Change vs previous 13F +2,566 shares

    <0.01% of the 13F portfolio, value $2,058,024.

    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 15,391 shares
    Change vs previous 13F -2,220 shares

    <0.01% of the 13F portfolio, value $1,787,078.

    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 17,611 shares
    Change vs previous 13F +309 shares

    <0.01% of the 13F portfolio, value $1,908,363.

    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 17,302 shares
    Change vs previous 13F +330 shares

    <0.01% of the 13F portfolio, value $1,918,792.

    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 16,972 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,774,762.

    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 16,972 shares
    Change vs previous 13F -1,294 shares

    <0.01% of the 13F portfolio, value $1,721,300.

    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 18,266 shares
    Change vs previous 13F +3,794 shares

    <0.01% of the 13F portfolio, value $1,757,372.

    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 14,472 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,476,433.

    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).