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Disclosery

Cerity Partners LLC: IVT position timeline

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

Cerity Partners LLC held 10,352 IVT 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 10,352 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $366,461.

    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 10,452 shares
    Change vs previous 13F -1,893 shares

    <0.01% of the 13F portfolio, value $318,369.

    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 12,345 shares
    Change vs previous 13F -506 shares

    <0.01% of the 13F portfolio, value $348,252.

    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 12,851 shares
    Change vs previous 13F -573 shares

    <0.01% of the 13F portfolio, value $367,797.

    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 13,424 shares
    Change vs previous 13F -1,420 shares

    <0.01% of the 13F portfolio, value $367,818.

    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 14,844 shares
    Change vs previous 13F +545 shares

    <0.01% of the 13F portfolio, value $435,969.

    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 14,299 shares
    Change vs previous 13F -218 shares

    <0.01% of the 13F portfolio, value $430,317.

    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 14,517 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $411,849.

    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).