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CAPTRUST FINANCIAL ADVISORS: CDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CDW, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 16,836 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,836 shares
    Change vs previous 13F -12,877 shares

    <0.01% of the 13F portfolio, value $2,367,758.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 29,713 shares
    Change vs previous 13F +11,254 shares

    0.01% of the 13F portfolio, value $3,595,653.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 18,459 shares
    Change vs previous 13F -214 shares

    <0.01% of the 13F portfolio, value $2,514,114.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 18,673 shares
    Change vs previous 13F -2,454 shares

    0.01% of the 13F portfolio, value $2,974,313.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,127 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $3,773,148.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,167 shares
    Change vs previous 13F +4,280 shares

    0.01% of the 13F portfolio, value $3,392,144.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 16,887 shares
    Change vs previous 13F +5,500 shares

    0.01% of the 13F portfolio, value $2,939,041.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 11,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,576,959.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).