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Disclosery

Cerity Partners LLC: IDV position timeline

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

Cerity Partners LLC held 70,365 IDV 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 70,365 shares
    Change vs previous 13F -996 shares

    <0.01% of the 13F portfolio, value $2,915,208.

    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 71,361 shares
    Change vs previous 13F -167 shares

    <0.01% of the 13F portfolio, value $3,037,124.

    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 71,528 shares
    Change vs previous 13F +1,680 shares

    <0.01% of the 13F portfolio, value $2,821,742.

    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 69,848 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,552,923.

    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 69,848 shares
    Change vs previous 13F -6,477 shares

    <0.01% of the 13F portfolio, value $2,410,434.

    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 76,325 shares
    Change vs previous 13F +47,047 shares

    <0.01% of the 13F portfolio, value $2,367,584.

    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 29,278 shares
    Change vs previous 13F -68,507 shares

    <0.01% of the 13F portfolio, value $801,626.

    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 97,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,956,014.

    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).