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Disclosery

Cerity Partners LLC: IVZ position timeline

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

Cerity Partners LLC held 453,937 IVZ 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 453,937 shares
    Change vs previous 13F -248,197 shares

    0.01% of the 13F portfolio, value $11,979,396.

    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 702,134 shares
    Change vs previous 13F -3,111 shares

    0.02% of the 13F portfolio, value $17,054,851.

    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 705,245 shares
    Change vs previous 13F -112,898 shares

    0.03% of the 13F portfolio, value $18,526,783.

    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 818,143 shares
    Change vs previous 13F +62,476 shares

    0.03% of the 13F portfolio, value $18,768,197.

    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 755,667 shares
    Change vs previous 13F -33,107 shares

    0.02% of the 13F portfolio, value $11,916,859.

    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 788,774 shares
    Change vs previous 13F -11,424 shares

    0.02% of the 13F portfolio, value $11,965,701.

    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 800,198 shares
    Change vs previous 13F +77,935 shares

    0.03% of the 13F portfolio, value $13,989,968.

    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 722,263 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,682,929.

    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).