Skip to content
Disclosery

Cerity Partners LLC: CWI position timeline

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

Cerity Partners LLC held 160,168 CWI 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 160,168 shares
    Change vs previous 13F +11,554 shares

    0.01% of the 13F portfolio, value $6,499,196.

    13F-HR 0001172661-26-003644 filed by Cerity Partners Retirement Plan Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 77,425 shares
    • Cerity Partners Retirement Plan Advisors LLC: 82,743 shares

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

  2. period ended2026-03-31
    13F 148,614 shares
    Change vs previous 13F +67,196 shares

    0.01% of the 13F portfolio, value $5,389,197.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 78,409 shares
    • Cerity Partners Retirement Plan Advisors LLC: 70,205 shares

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

  3. period ended2025-12-31
    13F 81,418 shares
    Change vs previous 13F +1,937 shares

    <0.01% of the 13F portfolio, value $2,924,529.

    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 79,481 shares
    Change vs previous 13F -6,434 shares

    <0.01% of the 13F portfolio, value $2,775,491.

    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 85,915 shares
    Change vs previous 13F -533 shares

    0.01% of the 13F portfolio, value $2,805,995.

    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 86,448 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $2,557,125.

    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 87,341 shares
    Change vs previous 13F -11,631 shares

    0.01% of the 13F portfolio, value $2,440,320.

    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 98,972 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,012,693.

    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).