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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

  1. period ended2026-06-30
    13F 1,966,035 shares
    Change 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).

  2. period ended2026-03-31
    13F 1,974,092 shares
    Change 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).

  3. period ended2025-12-31
    13F 1,954,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,846,448 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,799,516 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,329,857 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,209,001 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,035,960 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).