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Disclosery

Cerity Partners LLC: IWY position timeline

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

Cerity Partners LLC held 4,522 IWY 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 4,522 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $1,314,290.

    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 4,681 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $1,164,926.

    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 4,583 shares
    Change vs previous 13F -96 shares

    <0.01% of the 13F portfolio, value $1,269,115.

    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 4,679 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $1,280,346.

    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 4,674 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $1,152,152.

    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 4,673 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $985,695.

    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 4,579 shares
    Change vs previous 13F -3,331 shares

    <0.01% of the 13F portfolio, value $1,077,255.

    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 7,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,740,610.

    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).