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Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

CDW holding history

CDW Corp in every 13F filed by Dougherty Wealth Advisers 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of CDW by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−394−100.0%Sold outHolders
Q3 2025394$62.8K<0.1%00.0%UnchangedHolders
Q2 2025394$70.4K<0.1%00.0%UnchangedHolders
Q1 2025394$63.1K<0.1%00.0%UnchangedHolders
Q4 2024394$68.6K0.1%00.0%UnchangedHolders
Q3 2024394$89.2K0.1%−16−3.9%ReducedHolders
Q2 2024410$91.8K0.1%00.0%UnchangedHolders
Q1 2024410$104.9K0.1%00.0%UnchangedHolders
Q4 2023410$93.2K0.1%00.0%UnchangedHolders
Q3 2023410$82.7K0.1%00.0%UnchangedHolders
Q2 2023410$75.2K0.1%00.0%UnchangedHolders
Q1 2023410$79.9K0.1%00.0%UnchangedHolders
Q4 2022410$73.2K0.1%00.0%UnchangedHolders
Q3 2022410$64.0K0.1%00.0%UnchangedHolders
Q2 2022410$65.0K0.1%00.0%UnchangedHolders
Q1 2022410$73.0K0.1%00.0%UnchangedHolders
Q4 2021410$84.0K0.1%00.0%UnchangedHolders
Q3 2021410$75.0K0.1%00.0%UnchangedHolders
Q2 2021410$72.0K0.1%00.0%UnchangedHolders
Q1 2021410$68.0K0.1%––Holders

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