Skip to content
Disclosery

Cerity Partners LLC: IWP position timeline

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

Cerity Partners LLC held 82,482 IWP 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 82,482 shares
    Change vs previous 13F +5,099 shares

    0.01% of the 13F portfolio, value $12,072,406.

    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 77,383 shares
    Change vs previous 13F +6,651 shares

    0.01% of the 13F portfolio, value $9,926,860.

    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 70,732 shares
    Change vs previous 13F +15,380 shares

    0.01% of the 13F portfolio, value $9,686,032.

    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 55,352 shares
    Change vs previous 13F -3,423 shares

    0.01% of the 13F portfolio, value $7,882,700.

    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 58,775 shares
    Change vs previous 13F -491 shares

    0.01% of the 13F portfolio, value $8,150,875.

    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 59,266 shares
    Change vs previous 13F +3,489 shares

    0.01% of the 13F portfolio, value $6,963,128.

    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 55,777 shares
    Change vs previous 13F +4,577 shares

    0.02% of the 13F portfolio, value $7,068,944.

    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 51,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,005,380.

    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).