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Disclosery

Cerity Partners LLC: WDS position timeline

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

Cerity Partners LLC held 116,848 WDS 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 116,848 shares
    Change vs previous 13F +18,754 shares

    <0.01% of the 13F portfolio, value $2,257,509.

    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 98,094 shares
    Change vs previous 13F +16,642 shares

    <0.01% of the 13F portfolio, value $2,342,477.

    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 81,452 shares
    Change vs previous 13F +16,191 shares

    <0.01% of the 13F portfolio, value $1,269,848.

    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 65,261 shares
    Change vs previous 13F +1,800 shares

    <0.01% of the 13F portfolio, value $982,179.

    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 63,461 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $979,200.

    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 63,741 shares
    Change vs previous 13F +21,772 shares

    <0.01% of the 13F portfolio, value $923,597.

    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 41,969 shares
    Change vs previous 13F -3,883 shares

    <0.01% of the 13F portfolio, value $694,172.

    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 45,852 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $790,498.

    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).