Cerity Partners LLC: IEF position timeline

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

Cerity Partners LLC held 2,878,961 IEF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 2,878,961 shares
Change vs previous 13F +5,783 shares
0.32% of the 13F portfolio, value $272,263,415.
13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Cerity Partners OCIO LLC: 1,817,337 shares
- Cerity Partners LLC: 1,061,624 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,873,178 shares
Change vs previous 13F -158,908 shares
0.38% of the 13F portfolio, value $274,216,129.
13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Cerity Partners OCIO LLC: 1,889,214 shares
- Cerity Partners LLC: 983,964 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,032,086 shares
Change vs previous 13F -647,465 shares
0.41% of the 13F portfolio, value $291,565,403.
13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Cerity Partners OCIO LLC: 2,060,779 shares
- Cerity Partners LLC: 971,307 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,679,551 shares
Change vs previous 13F +186,575 shares
0.56% of the 13F portfolio, value $354,929,427.
13F-HR 0001519611-25-000009 filed by Cerity Partners OCIO LLC
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Cerity Partners OCIO LLC: 2,775,739 shares
- Cerity Partners LLC: 903,812 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,492,976 shares
Change vs previous 13F -386,524 shares
0.58% of the 13F portfolio, value $334,522,331.
13F-HR 0001566475-25-000015 filed by Cerity Partners OCIO LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Cerity Partners OCIO LLC: 2,577,769 shares
- Cerity Partners LLC: 915,207 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,879,500 shares
Change vs previous 13F +539,628 shares
0.73% of the 13F portfolio, value $369,987,949.
13F-HR 0001519611-25-000004 filed by Cerity Partners OCIO LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Cerity Partners OCIO LLC: 2,873,480 shares
- Cerity Partners LLC: 1,006,020 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,339,872 shares
Change vs previous 13F +117,472 shares
0.65% of the 13F portfolio, value $308,771,180.
13F-HR 0001566475-25-000004 filed by Cerity Partners OCIO LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Cerity Partners OCIO LLC: 2,471,275 shares
- Cerity Partners LLC: 868,597 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,222,400 shares
Change vs previous 13F not available
0.68% of the 13F portfolio, value $316,181,901.
13F-HR 0001566475-24-000026 filed by Cerity Partners OCIO LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Cerity Partners OCIO LLC: 2,448,307 shares
- Cerity Partners LLC: 774,093 shares
Acceptance time not in the bulk data set (spec §4.2).