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Cerity Partners LLC: IWF position timeline

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

Cerity Partners LLC held 4,560,693 IWF 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 4,560,693 shares
    Change vs previous 13F +3,421,505 shares

    0.69% of the 13F portfolio, value $566,292,228.

    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 1,139,188 shares
    Change vs previous 13F +174,973 shares

    0.69% of the 13F portfolio, value $485,830,711.

    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 964,215 shares
    Change vs previous 13F +165,835 shares

    0.67% of the 13F portfolio, value $456,363,038.

    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 798,380 shares
    Change vs previous 13F -86,480 shares

    0.61% of the 13F portfolio, value $373,969,559.

    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 884,860 shares
    Change vs previous 13F -45,945 shares

    0.67% of the 13F portfolio, value $375,693,630.

    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 930,805 shares
    Change vs previous 13F -12,713 shares

    0.69% of the 13F portfolio, value $336,104,174.

    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 943,518 shares
    Change vs previous 13F +9,056 shares

    0.82% of the 13F portfolio, value $378,828,684.

    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 934,462 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $350,778,381.

    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).