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Disclosery

Cerity Partners LLC: IWS position timeline

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

Cerity Partners LLC held 47,666 IWS 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 47,666 shares
    Change vs previous 13F +11,483 shares

    0.01% of the 13F portfolio, value $7,845,572.

    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 36,183 shares
    Change vs previous 13F +11,469 shares

    0.01% of the 13F portfolio, value $5,273,782.

    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 24,714 shares
    Change vs previous 13F +8,117 shares

    0.01% of the 13F portfolio, value $3,489,874.

    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 16,597 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $2,316,926.

    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 16,376 shares
    Change vs previous 13F -605 shares

    <0.01% of the 13F portfolio, value $2,166,621.

    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 16,981 shares
    Change vs previous 13F -6,648 shares

    <0.01% of the 13F portfolio, value $2,139,159.

    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 23,629 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $3,081,553.

    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 23,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,160,160.

    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).