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Disclosery

Cerity Partners LLC: WK position timeline

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

Cerity Partners LLC held 25,287 WK 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 25,287 shares
    Change vs previous 13F +19,074 shares

    <0.01% of the 13F portfolio, value $1,226,673.

    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 6,213 shares
    Change vs previous 13F -19,345 shares

    <0.01% of the 13F portfolio, value $370,480.

    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 25,558 shares
    Change vs previous 13F +19,263 shares

    <0.01% of the 13F portfolio, value $2,204,379.

    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 6,295 shares
    Change vs previous 13F +2,998 shares

    <0.01% of the 13F portfolio, value $541,874.

    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 3,297 shares
    Change vs previous 13F +656 shares

    <0.01% of the 13F portfolio, value $225,679.

    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 2,641 shares
    Change vs previous 13F -311 shares

    <0.01% of the 13F portfolio, value $200,478.

    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 2,952 shares
    Change vs previous 13F -772 shares

    <0.01% of the 13F portfolio, value $242,950.

    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 3,724 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,642.

    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).