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Cerity Partners LLC: IWN position timeline

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

Cerity Partners LLC held 106,257 IWN 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 106,257 shares
    Change vs previous 13F +1,403 shares

    0.03% of the 13F portfolio, value $23,504,080.

    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 104,854 shares
    Change vs previous 13F -10,536 shares

    0.03% of the 13F portfolio, value $19,879,853.

    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 115,390 shares
    Change vs previous 13F +5,161 shares

    0.03% of the 13F portfolio, value $20,910,027.

    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 110,229 shares
    Change vs previous 13F +1,077 shares

    0.03% of the 13F portfolio, value $19,489,846.

    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 109,152 shares
    Change vs previous 13F +1,497 shares

    0.03% of the 13F portfolio, value $17,219,902.

    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 107,655 shares
    Change vs previous 13F +100 shares

    0.03% of the 13F portfolio, value $16,253,833.

    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 107,555 shares
    Change vs previous 13F +1,070 shares

    0.04% of the 13F portfolio, value $17,657,528.

    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 106,485 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,763,912.

    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).