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Disclosery

CERTUITY, LLC: IWR position timeline

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

CERTUITY, LLC held 18,859 IWR 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 18,859 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,080,542.

    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 18,859 shares
    Change vs previous 13F +4,576 shares

    0.12% of the 13F portfolio, value $1,833,644.

    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 14,283 shares
    Change vs previous 13F -1,066 shares

    0.09% of the 13F portfolio, value $1,375,072.

    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 15,349 shares
    Change vs previous 13F -677 shares

    0.1% of the 13F portfolio, value $1,481,946.

    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 16,026 shares
    Change vs previous 13F +2,053 shares

    0.14% of the 13F portfolio, value $1,473,911.

    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 13,973 shares
    Change vs previous 13F -160 shares

    0.12% of the 13F portfolio, value $1,188,683.

    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 14,133 shares
    Change vs previous 13F -2,808 shares

    0.14% of the 13F portfolio, value $1,249,357.

    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 16,941 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,493,180.

    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).