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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CDW holding history

CDW Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CDW overviewAll 13F holders of CDWFull Q2 2026 holdings

Shares (Q2 2026)
27,333
Value
$3.84M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CDW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,333$3.84M<0.1%+2,650+10.7%AddedHolders
Q1 202624,683$2.99M<0.1%+12,391+100.8%AddedHolders
Q4 202512,292$1.67M<0.1%−14,661−54.4%ReducedHolders
Q3 202526,953$4.29M<0.1%−1,798−6.3%ReducedHolders
Q2 202528,751$5.13M<0.1%+13,352+86.7%AddedHolders
Q1 202515,399$2.47M<0.1%−1,412−8.4%ReducedHolders
Q4 202416,811$2.93M<0.1%+2,556+17.9%AddedHolders
Q3 202414,255$3.23M<0.1%+297+2.1%AddedHolders
Q2 202413,958$3.12M<0.1%−58−0.4%ReducedHolders
Q1 202414,016$3.58M<0.1%+3,313+31.0%AddedHolders
Q4 202310,703$2.43M<0.1%+1,253+13.3%AddedHolders
Q3 20239,450$1.91M<0.1%+1,275+15.6%AddedHolders
Q2 20238,175$1.50M<0.1%+231+2.9%AddedHolders
Q1 20237,944$1.55M<0.1%+628+8.6%AddedHolders
Q4 20227,316$1.31M<0.1%+2,294+45.7%AddedHolders
Q3 20225,022$784.0K<0.1%+336+7.2%AddedHolders
Q2 20224,686$738.0K<0.1%+1,221+35.2%AddedHolders
Q1 20223,465$620.0K<0.1%−17−0.5%ReducedHolders
Q4 20213,482$713.0K<0.1%+326+10.3%AddedHolders
Q3 20213,156$574.0K<0.1%−77−2.4%ReducedHolders
Q2 20213,233$565.0K<0.1%−212−6.2%ReducedHolders
Q1 20213,445$571.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.