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Disclosery

Cerity Partners LLC: IWO position timeline

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

Cerity Partners LLC held 81,647 IWO 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 81,647 shares
    Change vs previous 13F +9,402 shares

    0.04% of the 13F portfolio, value $32,166,146.

    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 72,245 shares
    Change vs previous 13F +4,454 shares

    0.03% of the 13F portfolio, value $22,672,110.

    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 67,791 shares
    Change vs previous 13F +4,013 shares

    0.03% of the 13F portfolio, value $21,903,901.

    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 63,778 shares
    Change vs previous 13F -652 shares

    0.03% of the 13F portfolio, value $20,413,576.

    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 64,430 shares
    Change vs previous 13F -481 shares

    0.03% of the 13F portfolio, value $18,420,649.

    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 64,911 shares
    Change vs previous 13F -474 shares

    0.03% of the 13F portfolio, value $16,586,906.

    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 65,385 shares
    Change vs previous 13F -700 shares

    0.04% of the 13F portfolio, value $18,818,945.

    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 66,085 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,768,148.

    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).