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Cerity Partners LLC: WU position timeline

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

Cerity Partners LLC held 36,746 WU 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 36,746 shares
    Change vs previous 13F -44,999 shares

    <0.01% of the 13F portfolio, value $282,939.

    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 81,745 shares
    Change vs previous 13F +11,373 shares

    <0.01% of the 13F portfolio, value $713,632.

    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 70,372 shares
    Change vs previous 13F -24,609 shares

    <0.01% of the 13F portfolio, value $655,158.

    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 94,981 shares
    Change vs previous 13F +57,458 shares

    <0.01% of the 13F portfolio, value $758,895.

    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 37,523 shares
    Change vs previous 13F -37,967 shares

    <0.01% of the 13F portfolio, value $315,945.

    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 75,490 shares
    Change vs previous 13F +2,695 shares

    <0.01% of the 13F portfolio, value $798,684.

    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 72,795 shares
    Change vs previous 13F +43,095 shares

    <0.01% of the 13F portfolio, value $786,343.

    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 29,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,322.

    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).