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Cerity Partners LLC: AWR position timeline

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

Cerity Partners LLC held 44,351 AWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,351 shares
    Change vs previous 13F +14,914 shares

    <0.01% of the 13F portfolio, value $3,664,795.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 29,437 shares
    Change vs previous 13F +4,826 shares

    <0.01% of the 13F portfolio, value $2,226,068.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 24,611 shares
    Change vs previous 13F +9,830 shares

    <0.01% of the 13F portfolio, value $1,783,823.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 14,781 shares
    Change vs previous 13F +5,135 shares

    <0.01% of the 13F portfolio, value $1,083,789.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 9,646 shares
    Change vs previous 13F +1,432 shares

    <0.01% of the 13F portfolio, value $739,460.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 8,214 shares
    Change vs previous 13F +666 shares

    <0.01% of the 13F portfolio, value $646,270.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 7,548 shares
    Change vs previous 13F -378 shares

    <0.01% of the 13F portfolio, value $594,984.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 7,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $660,158.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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