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Cerity Partners LLC: WEC position timeline

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

Cerity Partners LLC held 62,970 WEC 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 62,970 shares
    Change vs previous 13F -74,466 shares

    0.01% of the 13F portfolio, value $7,353,117.

    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 137,436 shares
    Change vs previous 13F +84,737 shares

    0.02% of the 13F portfolio, value $15,910,895.

    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 52,699 shares
    Change vs previous 13F -1,000 shares

    0.01% of the 13F portfolio, value $5,558,770.

    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 53,699 shares
    Change vs previous 13F +9,413 shares

    0.01% of the 13F portfolio, value $6,153,909.

    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 44,286 shares
    Change vs previous 13F +3,006 shares

    0.01% of the 13F portfolio, value $4,615,997.

    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 41,280 shares
    Change vs previous 13F -12,367 shares

    0.01% of the 13F portfolio, value $4,498,768.

    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 53,647 shares
    Change vs previous 13F -79,297 shares

    0.01% of the 13F portfolio, value $5,084,460.

    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 132,944 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,786,622.

    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).