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Cerity Partners LLC: WBS position timeline

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

Cerity Partners LLC held 13,588 WBS 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 13,588 shares
    Change vs previous 13F -30,195 shares

    <0.01% of the 13F portfolio, value $1,038,376.

    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 43,783 shares
    Change vs previous 13F +23,807 shares

    <0.01% of the 13F portfolio, value $3,039,424.

    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 19,976 shares
    Change vs previous 13F +2,021 shares

    <0.01% of the 13F portfolio, value $1,257,285.

    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 17,955 shares
    Change vs previous 13F -2,289 shares

    <0.01% of the 13F portfolio, value $1,067,246.

    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 20,244 shares
    Change vs previous 13F +7,956 shares

    <0.01% of the 13F portfolio, value $1,105,323.

    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 12,288 shares
    Change vs previous 13F +3,430 shares

    <0.01% of the 13F portfolio, value $633,449.

    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 8,858 shares
    Change vs previous 13F -766 shares

    <0.01% of the 13F portfolio, value $435,542.

    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 9,624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $448,575.

    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).