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Disclosery

Cerity Partners LLC: WM position timeline

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

Cerity Partners LLC held 566,718 WM 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 566,718 shares
    Change vs previous 13F -12,674 shares

    0.15% of the 13F portfolio, value $126,309,466.

    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 579,392 shares
    Change vs previous 13F -6,437 shares

    0.19% of the 13F portfolio, value $133,138,517.

    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 585,829 shares
    Change vs previous 13F +29,594 shares

    0.19% of the 13F portfolio, value $128,712,770.

    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 556,235 shares
    Change vs previous 13F +61,110 shares

    0.2% of the 13F portfolio, value $122,833,293.

    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 495,125 shares
    Change vs previous 13F +32,454 shares

    0.2% of the 13F portfolio, value $113,294,455.

    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 462,671 shares
    Change vs previous 13F +242,353 shares

    0.22% of the 13F portfolio, value $107,113,019.

    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 220,318 shares
    Change vs previous 13F +6,468 shares

    0.1% of the 13F portfolio, value $44,644,783.

    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 213,850 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $44,395,381.

    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).