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Disclosery

CERTUITY, LLC: IWB position timeline

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

CERTUITY, LLC held 7,959 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,959 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $3,259,201.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 7,958 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $2,837,630.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 7,957 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,971,694.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 7,957 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $2,908,027.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 7,956 shares
    Change vs previous 13F -24 shares

    0.25% of the 13F portfolio, value $2,701,397.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 7,980 shares
    Change vs previous 13F -384 shares

    0.26% of the 13F portfolio, value $2,447,830.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 8,364 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $2,694,658.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 8,363 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,629,374.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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