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Disclosery

Cerity Partners LLC: IUSV position timeline

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

Cerity Partners LLC held 71,676 IUSV 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 71,676 shares
    Change vs previous 13F +1,549 shares

    0.01% of the 13F portfolio, value $7,896,986.

    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 70,127 shares
    Change vs previous 13F +36,520 shares

    0.01% of the 13F portfolio, value $7,173,303.

    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 33,607 shares
    Change vs previous 13F +5,245 shares

    0.01% of the 13F portfolio, value $3,446,017.

    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 28,362 shares
    Change vs previous 13F +2,045 shares

    <0.01% of the 13F portfolio, value $2,834,720.

    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 26,317 shares
    Change vs previous 13F -3,784 shares

    <0.01% of the 13F portfolio, value $2,490,402.

    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 30,101 shares
    Change vs previous 13F -34 shares

    0.01% of the 13F portfolio, value $2,778,005.

    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 30,135 shares
    Change vs previous 13F +2,288 shares

    0.01% of the 13F portfolio, value $2,790,547.

    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 27,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,659,034.

    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).