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Cerity Partners LLC: IVOO position timeline

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

Cerity Partners LLC held 53,979 IVOO 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 53,979 shares
    Change vs previous 13F +1,507 shares

    0.01% of the 13F portfolio, value $7,036,877.

    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 52,472 shares
    Change vs previous 13F +3,275 shares

    0.01% of the 13F portfolio, value $6,009,749.

    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 49,197 shares
    Change vs previous 13F -1,980 shares

    0.01% of the 13F portfolio, value $5,500,226.

    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 51,177 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $5,648,932.

    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 51,442 shares
    Change vs previous 13F -8,830 shares

    0.01% of the 13F portfolio, value $5,400,393.

    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 60,272 shares
    Change vs previous 13F +1,236 shares

    0.01% of the 13F portfolio, value $5,948,853.

    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 59,036 shares
    Change vs previous 13F +3,679 shares

    0.01% of the 13F portfolio, value $6,228,309.

    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 55,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,858,093.

    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).