Skip to content
Disclosery

Cerity Partners LLC: IVW position timeline

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

Cerity Partners LLC held 1,074,898 IVW 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 1,074,898 shares
    Change vs previous 13F +44,398 shares

    0.18% of the 13F portfolio, value $147,830,735.

    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 1,030,500 shares
    Change vs previous 13F +512,738 shares

    0.17% of the 13F portfolio, value $116,559,439.

    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 517,762 shares
    Change vs previous 13F +230,633 shares

    0.09% of the 13F portfolio, value $63,819,022.

    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 287,129 shares
    Change vs previous 13F -34,544 shares

    0.06% of the 13F portfolio, value $34,662,103.

    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 321,673 shares
    Change vs previous 13F -1,281 shares

    0.06% of the 13F portfolio, value $35,416,674.

    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 322,954 shares
    Change vs previous 13F -10,345 shares

    0.06% of the 13F portfolio, value $29,979,679.

    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 333,299 shares
    Change vs previous 13F +81,778 shares

    0.07% of the 13F portfolio, value $33,831,368.

    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 251,521 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $24,083,171.

    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).