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Disclosery

Cerity Partners LLC: WMS position timeline

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

Cerity Partners LLC held 12,995 WMS 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 12,995 shares
    Change vs previous 13F -6,036 shares

    <0.01% of the 13F portfolio, value $2,039,650.

    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 19,031 shares
    Change vs previous 13F +3,244 shares

    <0.01% of the 13F portfolio, value $2,609,773.

    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 15,787 shares
    Change vs previous 13F +1,151 shares

    <0.01% of the 13F portfolio, value $2,286,445.

    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 14,636 shares
    Change vs previous 13F +2,279 shares

    <0.01% of the 13F portfolio, value $2,030,021.

    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 12,357 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $1,419,329.

    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 12,787 shares
    Change vs previous 13F -18,615 shares

    <0.01% of the 13F portfolio, value $1,389,308.

    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 31,402 shares
    Change vs previous 13F +2,970 shares

    0.01% of the 13F portfolio, value $3,977,355.

    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 28,432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,468,333.

    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).