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Cetera Investment Advisers: CDW position timeline

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

Cetera Investment Advisers held 18,692 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,692 shares
    Change vs previous 13F +6,034 shares

    <0.01% of the 13F portfolio, value $2,628,842.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 12,658 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $1,531,911.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 11,047 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $1,504,583.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 10,823 shares
    Change vs previous 13F +3,938 shares

    <0.01% of the 13F portfolio, value $1,723,903.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 6,885 shares
    Change vs previous 13F -1,130 shares

    <0.01% of the 13F portfolio, value $1,229,657.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 8,015 shares
    Change vs previous 13F +3,233 shares

    <0.01% of the 13F portfolio, value $1,284,495.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 4,782 shares
    Change vs previous 13F -4,574 shares

    <0.01% of the 13F portfolio, value $832,275.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 9,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,117,215.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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