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Disclosery

Cerity Partners LLC: WEX position timeline

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

Cerity Partners LLC held 6,982 WEX 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 6,982 shares
    Change vs previous 13F -44,383 shares

    <0.01% of the 13F portfolio, value $985,092.

    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 51,365 shares
    Change vs previous 13F +13,610 shares

    0.01% of the 13F portfolio, value $7,860,898.

    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 37,755 shares
    Change vs previous 13F +32,414 shares

    0.01% of the 13F portfolio, value $5,624,739.

    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 5,341 shares
    Change vs previous 13F -891 shares

    <0.01% of the 13F portfolio, value $841,368.

    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 6,232 shares
    Change vs previous 13F -3,770 shares

    <0.01% of the 13F portfolio, value $915,419.

    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 10,002 shares
    Change vs previous 13F +4,695 shares

    <0.01% of the 13F portfolio, value $1,570,515.

    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 5,307 shares
    Change vs previous 13F +1,935 shares

    <0.01% of the 13F portfolio, value $1,012,147.

    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 3,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $707,211.

    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).