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Cerity Partners LLC: WES position timeline

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

Cerity Partners LLC held 31,209 WES 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 31,209 shares
    Change vs previous 13F -112 shares

    <0.01% of the 13F portfolio, value $1,365,698.

    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 31,321 shares
    Change vs previous 13F +786 shares

    <0.01% of the 13F portfolio, value $1,289,490.

    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 30,535 shares
    Change vs previous 13F +2,654 shares

    <0.01% of the 13F portfolio, value $1,206,151.

    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 27,881 shares
    Change vs previous 13F +2,878 shares

    <0.01% of the 13F portfolio, value $1,095,432.

    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 25,003 shares
    Change vs previous 13F +7,032 shares

    <0.01% of the 13F portfolio, value $967,613.

    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 17,971 shares
    Change vs previous 13F -2,632 shares

    <0.01% of the 13F portfolio, value $736,105.

    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 20,603 shares
    Change vs previous 13F -9,275 shares

    <0.01% of the 13F portfolio, value $789,280.

    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 29,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,143,133.

    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).