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Cerity Partners LLC: WTS position timeline

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

Cerity Partners LLC held 25,797 WTS 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 25,797 shares
    Change vs previous 13F -1,228 shares

    0.01% of the 13F portfolio, value $10,098,397.

    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 27,025 shares
    Change vs previous 13F +2,697 shares

    0.01% of the 13F portfolio, value $7,845,239.

    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 24,328 shares
    Change vs previous 13F +7,031 shares

    0.01% of the 13F portfolio, value $6,715,025.

    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 17,297 shares
    Change vs previous 13F +236 shares

    0.01% of the 13F portfolio, value $4,830,837.

    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 17,061 shares
    Change vs previous 13F +3,618 shares

    0.01% of the 13F portfolio, value $4,195,148.

    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 13,443 shares
    Change vs previous 13F +1,033 shares

    0.01% of the 13F portfolio, value $2,741,300.

    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 12,410 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $2,541,485.

    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 12,352 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,559,281.

    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).