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Disclosery

Cerity Partners LLC: WFG position timeline

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

Cerity Partners LLC held 134,524 WFG 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 134,524 shares
    Change vs previous 13F -1,913 shares

    0.01% of the 13F portfolio, value $9,105,906.

    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 136,437 shares
    Change vs previous 13F -595 shares

    0.01% of the 13F portfolio, value $8,907,972.

    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 137,032 shares
    Change vs previous 13F -3,072 shares

    0.01% of the 13F portfolio, value $8,374,025.

    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 140,104 shares
    Change vs previous 13F -3,072 shares

    0.02% of the 13F portfolio, value $9,524,270.

    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 143,176 shares
    Change vs previous 13F -1,167 shares

    0.02% of the 13F portfolio, value $10,494,801.

    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 144,343 shares
    Change vs previous 13F -684 shares

    0.02% of the 13F portfolio, value $11,105,751.

    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 145,027 shares
    Change vs previous 13F -102,373 shares

    0.03% of the 13F portfolio, value $14,071,735.

    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 247,400 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $24,086,864.

    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).