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Disclosery

Cerity Partners LLC: IVE position timeline

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

Cerity Partners LLC held 477,313 IVE 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 477,313 shares
    Change vs previous 13F -40,188 shares

    0.13% of the 13F portfolio, value $108,378,772.

    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 517,501 shares
    Change vs previous 13F +323,873 shares

    0.15% of the 13F portfolio, value $109,269,445.

    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 193,628 shares
    Change vs previous 13F +90,196 shares

    0.06% of the 13F portfolio, value $41,062,889.

    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 103,432 shares
    Change vs previous 13F +2,984 shares

    0.03% of the 13F portfolio, value $21,359,533.

    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 100,448 shares
    Change vs previous 13F +19,870 shares

    0.04% of the 13F portfolio, value $19,629,841.

    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 80,578 shares
    Change vs previous 13F +3,187 shares

    0.03% of the 13F portfolio, value $15,356,510.

    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 77,391 shares
    Change vs previous 13F +5,009 shares

    0.03% of the 13F portfolio, value $14,774,682.

    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 72,382 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,271,548.

    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).