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Disclosery

Cerity Partners LLC: WFC position timeline

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

Cerity Partners LLC held 1,224,833 WFC 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 1,224,833 shares
    Change vs previous 13F +172,994 shares

    0.12% of the 13F portfolio, value $101,220,925.

    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 1,051,839 shares
    Change vs previous 13F +60,179 shares

    0.12% of the 13F portfolio, value $83,736,717.

    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 991,660 shares
    Change vs previous 13F +34,040 shares

    0.13% of the 13F portfolio, value $92,422,241.

    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 957,620 shares
    Change vs previous 13F +18,105 shares

    0.13% of the 13F portfolio, value $80,267,699.

    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 939,515 shares
    Change vs previous 13F +55,433 shares

    0.13% of the 13F portfolio, value $75,273,993.

    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 884,082 shares
    Change vs previous 13F +34,516 shares

    0.13% of the 13F portfolio, value $63,468,206.

    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 849,566 shares
    Change vs previous 13F +15,855 shares

    0.13% of the 13F portfolio, value $57,656,672.

    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 833,711 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $47,096,384.

    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).