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Disclosery

Cerity Partners LLC: IWM position timeline

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

Cerity Partners LLC held 592,421 IWM 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 592,421 shares
    Change vs previous 13F +56,698 shares

    0.22% of the 13F portfolio, value $177,991,081.

    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 535,723 shares
    Change vs previous 13F +12 shares

    0.19% of the 13F portfolio, value $132,884,733.

    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 535,711 shares
    Change vs previous 13F +10,710 shares

    0.19% of the 13F portfolio, value $131,885,765.

    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 525,001 shares
    Change vs previous 13F -12,356 shares

    0.21% of the 13F portfolio, value $127,031,314.

    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 537,357 shares
    Change vs previous 13F -33,015 shares

    0.21% of the 13F portfolio, value $115,964,087.

    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 570,372 shares
    Change vs previous 13F +24,363 shares

    0.23% of the 13F portfolio, value $113,783,690.

    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 546,009 shares
    Change vs previous 13F +18,408 shares

    0.26% of the 13F portfolio, value $120,645,822.

    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 527,601 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $116,541,656.

    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).