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CERTIOR FINANCIAL GROUP, LLC: WSO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CERTIOR FINANCIAL GROUP, LLC on WSO, newest first. How the timeline and the estimate are built.

CERTIOR FINANCIAL GROUP, LLC held 1,159 WSO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,159 shares
    Change vs previous 13F +44 shares

    0.26% of the 13F portfolio, value $482,912.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL GROUP, 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 1,115 shares
    Change vs previous 13F +54 shares

    0.26% of the 13F portfolio, value $405,531.

    13F-HR 0001104659-26-049297 filed by CERTIOR FINANCIAL GROUP, 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 1,061 shares
    Change vs previous 13F +107 shares

    0.24% of the 13F portfolio, value $357,391.

    13F-HR 0001104659-26-010102 filed by CERTIOR FINANCIAL GROUP, 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 954 shares
    Change vs previous 13F +14 shares

    0.26% of the 13F portfolio, value $385,534.

    13F-HR 0001104659-25-104742 filed by CERTIOR FINANCIAL GROUP, 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 940 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $414,911.

    13F-HR 0001104659-25-077440 filed by CERTIOR FINANCIAL GROUP, 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 940 shares
    Change vs previous 13F +7 shares

    0.39% of the 13F portfolio, value $478,035.

    13F-HR 0001104659-25-049185 filed by CERTIOR FINANCIAL GROUP, 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 933 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $442,332.

    13F-HR 0001104659-25-012569 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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