Advisors Asset Management, Inc.: CDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on CDW, newest first. How the timeline and the estimate are built.
Advisors Asset Management, Inc. held 9,952 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,952 sharesChange vs previous 13F -2,838 shares
0.02% of the 13F portfolio, value $1,399,649.
13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,790 sharesChange vs previous 13F -2,077 shares
0.03% of the 13F portfolio, value $1,547,846.
13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 14,867 sharesChange vs previous 13F +327 shares
0.03% of the 13F portfolio, value $2,024,885.
13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 14,540 sharesChange vs previous 13F +1,969 shares
0.04% of the 13F portfolio, value $2,315,931.
13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 12,571 sharesChange vs previous 13F +1,138 shares
0.04% of the 13F portfolio, value $2,245,055.
13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 11,433 sharesChange vs previous 13F -3,904 shares
0.03% of the 13F portfolio, value $1,832,253.
13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 15,337 sharesChange vs previous 13F -1,045 shares
0.05% of the 13F portfolio, value $2,669,251.
13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 16,382 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $3,707,247.
13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).