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Disclosery

Cerity Partners LLC: KBWB position timeline

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

Cerity Partners LLC held 245,601 KBWB 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 245,601 shares
    Change vs previous 13F -5,512 shares

    0.03% of the 13F portfolio, value $22,835,496.

    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 251,113 shares
    Change vs previous 13F +243,996 shares

    0.03% of the 13F portfolio, value $19,867,917.

    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 7,117 shares
    Change vs previous 13F +881 shares

    <0.01% of the 13F portfolio, value $599,892.

    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 6,236 shares
    Change vs previous 13F +1,023 shares

    <0.01% of the 13F portfolio, value $487,718.

    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 5,213 shares
    Change vs previous 13F +134 shares

    <0.01% of the 13F portfolio, value $373,355.

    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 5,079 shares
    Change vs previous 13F -570 shares

    <0.01% of the 13F portfolio, value $318,809.

    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 5,649 shares
    Change vs previous 13F +627 shares

    <0.01% of the 13F portfolio, value $369,163.

    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 5,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,339.

    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).