Cerity Partners LLC: BWZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on BWZ, newest first. How the timeline and the estimate are built.
Cerity Partners LLC held 34,321 BWZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 34,321 sharesChange vs previous 13F -5,992 shares
<0.01% of the 13F portfolio, value $918,096.
13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO LLC
Filed (acceptance time not in the bulk data set), ingested- Cerity Partners OCIO LLC: 26,371 shares
- Cerity Partners LLC: 7,950 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,313 sharesChange vs previous 13F +2,123 shares
<0.01% of the 13F portfolio, value $1,085,233.
13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO LLC
Filed (acceptance time not in the bulk data set), ingested- Cerity Partners OCIO LLC: 32,366 shares
- Cerity Partners LLC: 7,947 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,190 sharesChange vs previous 13F +30,249 shares
<0.01% of the 13F portfolio, value $1,046,792.
13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO LLC
Filed (acceptance time not in the bulk data set), ingested- Cerity Partners OCIO LLC: 30,245 shares
- Cerity Partners LLC: 7,945 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,941 sharesChange vs previous 13F -6,573 shares
<0.01% of the 13F portfolio, value $220,926.
13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,514 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $407,412.
13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).