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Disclosery

Cerity Partners LLC: CWT position timeline

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

Cerity Partners LLC held 38,046 CWT 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 38,046 shares
    Change vs previous 13F +18,930 shares

    <0.01% of the 13F portfolio, value $1,850,937.

    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 19,116 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $866,734.

    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 17,737 shares
    Change vs previous 13F -2,113 shares

    <0.01% of the 13F portfolio, value $768,573.

    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 19,850 shares
    Change vs previous 13F +3,530 shares

    <0.01% of the 13F portfolio, value $910,930.

    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 16,320 shares
    Change vs previous 13F +2,957 shares

    <0.01% of the 13F portfolio, value $742,239.

    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 13,363 shares
    Change vs previous 13F +4,683 shares

    <0.01% of the 13F portfolio, value $647,576.

    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 8,680 shares
    Change vs previous 13F -2,590 shares

    <0.01% of the 13F portfolio, value $415,414.

    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 11,270 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $611,060.

    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).