Skip to content
Disclosery

CERTUITY, LLC: IWF position timeline

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

CERTUITY, LLC held 57,048 IWF 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 57,048 shares
    Change vs previous 13F +42,663 shares

    0.35% of the 13F portfolio, value $7,083,625.

    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 14,385 shares
    Change vs previous 13F -3,771 shares

    0.4% of the 13F portfolio, value $6,133,670.

    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 18,156 shares
    Change vs previous 13F -288 shares

    0.54% of the 13F portfolio, value $8,593,352.

    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 18,444 shares
    Change vs previous 13F +636 shares

    0.59% of the 13F portfolio, value $8,639,517.

    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 17,808 shares
    Change vs previous 13F -901 shares

    0.71% of the 13F portfolio, value $7,561,100.

    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 18,709 shares
    Change vs previous 13F +1,162 shares

    0.71% of the 13F portfolio, value $6,755,693.

    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 17,547 shares
    Change vs previous 13F -722 shares

    0.77% of the 13F portfolio, value $7,046,442.

    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 18,269 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,857,822.

    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).