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Disclosery

Cerity Partners LLC: SPDW position timeline

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

Cerity Partners LLC held 1,967,939 SPDW 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 1,967,939 shares
    Change vs previous 13F -122,514 shares

    0.12% of the 13F portfolio, value $99,164,578.

    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 2,090,453 shares
    Change vs previous 13F +856,350 shares

    0.14% of the 13F portfolio, value $95,429,588.

    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 1,234,103 shares
    Change vs previous 13F +658,516 shares

    0.08% of the 13F portfolio, value $54,806,533.

    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 575,587 shares
    Change vs previous 13F -107,107 shares

    0.04% of the 13F portfolio, value $24,629,384.

    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 682,694 shares
    Change vs previous 13F +82,537 shares

    0.05% of the 13F portfolio, value $28,398,971.

    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 600,157 shares
    Change vs previous 13F -70,083 shares

    0.04% of the 13F portfolio, value $21,851,710.

    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 670,240 shares
    Change vs previous 13F +3,215 shares

    0.05% of the 13F portfolio, value $22,884,047.

    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 667,025 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $25,053,453.

    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).