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Disclosery

Cerity Partners LLC: IVV position timeline

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

Cerity Partners LLC held 2,924,306 IVV 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 2,924,306 shares
    Change vs previous 13F +262,678 shares

    2.59% of the 13F portfolio, value $2,189,986,473.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners OCIO LLC: 118,343 shares
    • Cerity Partners LLC: 2,803,692 shares
    • Cerity Partners Retirement Plan Advisors LLC: 2,271 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,661,628 shares
    Change vs previous 13F +113,914 shares

    2.46% of the 13F portfolio, value $1,738,616,876.

    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 2,547,714 shares
    Change vs previous 13F +237,746 shares

    2.54% of the 13F portfolio, value $1,745,032,491.

    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 2,309,968 shares
    Change vs previous 13F +45,343 shares

    2.51% of the 13F portfolio, value $1,546,061,697.

    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 2,264,625 shares
    Change vs previous 13F +196,383 shares

    2.51% of the 13F portfolio, value $1,406,106,327.

    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 2,068,242 shares
    Change vs previous 13F +80,920 shares

    2.39% of the 13F portfolio, value $1,162,145,249.

    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 1,987,322 shares
    Change vs previous 13F +143,771 shares

    2.54% of the 13F portfolio, value $1,169,876,634.

    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 1,843,551 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $1,063,396,824.

    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).