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Disclosery

CERTUITY, LLC: IWC position timeline

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

CERTUITY, LLC held 10,039 IWC 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 10,039 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $2,008,190.

    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 10,026 shares
    Change vs previous 13F -14 shares

    0.1% of the 13F portfolio, value $1,600,224.

    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 10,040 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $1,583,354.

    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 9,995 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $1,490,155.

    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 9,939 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $1,268,843.

    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 9,913 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $1,099,484.

    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 9,890 shares
    Change vs previous 13F +29 shares

    0.14% of the 13F portfolio, value $1,289,439.

    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 9,861 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,216,045.

    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).