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Disclosery

Cerity Partners LLC: IWR position timeline

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

Cerity Partners LLC held 969,045 IWR 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 969,045 shares
    Change vs previous 13F +70,575 shares

    0.13% of the 13F portfolio, value $106,905,172.

    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 898,470 shares
    Change vs previous 13F +38,657 shares

    0.12% of the 13F portfolio, value $87,376,605.

    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 859,813 shares
    Change vs previous 13F +7,503 shares

    0.12% of the 13F portfolio, value $82,774,201.

    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 852,310 shares
    Change vs previous 13F +22,496 shares

    0.13% of the 13F portfolio, value $82,290,581.

    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 829,814 shares
    Change vs previous 13F +51,741 shares

    0.14% of the 13F portfolio, value $76,318,034.

    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 778,073 shares
    Change vs previous 13F +41,923 shares

    0.14% of the 13F portfolio, value $66,190,636.

    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 736,150 shares
    Change vs previous 13F +45,018 shares

    0.14% of the 13F portfolio, value $65,072,356.

    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 691,132 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $60,916,468.

    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).