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Disclosery

Cerity Partners LLC: IX position timeline

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

Cerity Partners LLC held 131,236 IX 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 131,236 shares
    Change vs previous 13F +8,244 shares

    0.01% of the 13F portfolio, value $4,992,200.

    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 122,992 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,688,541.

    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).