Cerity Partners LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on IEI, newest first. How the timeline and the estimate are built.
Cerity Partners LLC held 1,966,035 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,966,035 sharesChange vs previous 13F -8,057 shares
0.28% of the 13F portfolio, value $230,910,789.
13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingested- Cerity Partners LLC: 1,959,885 shares
- Cerity Partners Retirement Plan Advisors LLC: 6,150 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,974,092 sharesChange vs previous 13F +19,434 shares
0.33% of the 13F portfolio, value $234,126,814.
13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingested- Cerity Partners LLC: 1,968,957 shares
- Cerity Partners Retirement Plan Advisors LLC: 5,135 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,954,658 sharesChange vs previous 13F +108,210 shares
0.34% of the 13F portfolio, value $233,288,409.
13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,846,448 sharesChange vs previous 13F +46,932 shares
0.36% of the 13F portfolio, value $220,669,019.
13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,799,516 sharesChange vs previous 13F -530,341 shares
0.38% of the 13F portfolio, value $214,304,182.
13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,329,857 sharesChange vs previous 13F +120,856 shares
0.57% of the 13F portfolio, value $275,237,649.
13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,209,001 sharesChange vs previous 13F +173,041 shares
0.55% of the 13F portfolio, value $255,250,022.
13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,035,960 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $243,510,974.
13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).