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Cerity Partners LLC: WS position timeline

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

Cerity Partners LLC held 6,408 WS 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 6,408 shares
    Change vs previous 13F -1,594 shares

    <0.01% of the 13F portfolio, value $215,181.

    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 8,002 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $242,862.

    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 8,227 shares
    Change vs previous 13F -712 shares

    <0.01% of the 13F portfolio, value $284,818.

    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 8,939 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $271,657.

    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 8,399 shares
    Change vs previous 13F -15,934 shares

    <0.01% of the 13F portfolio, value $250,543.

    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 24,333 shares
    Change vs previous 13F +16,896 shares

    <0.01% of the 13F portfolio, value $616,362.

    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 7,437 shares
    Change vs previous 13F -1,608 shares

    <0.01% of the 13F portfolio, value $240,338.

    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 9,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,621.

    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).