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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CDW holding history

CDW Corp in every 13F filed by Wealthspire Advisors, LLC, 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)
2,211
Value
$311.0K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CDW by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,211$311.0K<0.1%+193+9.6%AddedHolders
Q1 20262,018$244.2K<0.1%−1,438−41.6%ReducedHolders
Q4 20253,456$470.7K<0.1%+1,116+47.7%AddedHolders
Q3 20252,340$372.7K<0.1%−414−15.0%ReducedHolders
Q2 20252,754$491.8K<0.1%+690+33.4%AddedHolders
Q1 20252,064$330.8K<0.1%−109−5.0%ReducedHolders
Q4 20242,173$378.2K<0.1%−46−2.1%ReducedHolders
Q3 20242,219$502.1K<0.1%+2,219NewHolders