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Disclosery

Cerity Partners LLC: IEX position timeline

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

Cerity Partners LLC held 20,568 IEX 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 20,568 shares
    Change vs previous 13F +2,193 shares

    0.01% of the 13F portfolio, value $4,667,792.

    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 18,375 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $3,483,016.

    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 17,657 shares
    Change vs previous 13F +13,514 shares

    <0.01% of the 13F portfolio, value $3,143,571.

    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 4,143 shares
    Change vs previous 13F -14,515 shares

    <0.01% of the 13F portfolio, value $674,510.

    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 18,658 shares
    Change vs previous 13F +3,604 shares

    0.01% of the 13F portfolio, value $3,276,397.

    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 15,054 shares
    Change vs previous 13F -3,684 shares

    0.01% of the 13F portfolio, value $2,724,273.

    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 18,738 shares
    Change vs previous 13F -1,894 shares

    0.01% of the 13F portfolio, value $4,009,478.

    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 20,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,425,665.

    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).