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Disclosery

Cerity Partners LLC: IWD position timeline

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

Cerity Partners LLC held 848,030 IWD 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 848,030 shares
    Change vs previous 13F +32,448 shares

    0.25% of the 13F portfolio, value $205,588,041.

    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 815,582 shares
    Change vs previous 13F +363,301 shares

    0.25% of the 13F portfolio, value $174,265,742.

    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 452,281 shares
    Change vs previous 13F +237,526 shares

    0.14% of the 13F portfolio, value $95,133,025.

    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 214,755 shares
    Change vs previous 13F -2,376 shares

    0.07% of the 13F portfolio, value $43,720,813.

    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 217,131 shares
    Change vs previous 13F -4,815 shares

    0.08% of the 13F portfolio, value $42,173,465.

    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 221,946 shares
    Change vs previous 13F -7,827 shares

    0.09% of the 13F portfolio, value $41,761,417.

    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 229,773 shares
    Change vs previous 13F +33,735 shares

    0.09% of the 13F portfolio, value $42,552,942.

    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 196,038 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $37,208,075.

    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).