Insight Wealth Strategies, LLC: CDW position timeline

Insight Wealth Strategies, LLC held 50,391 CDW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 50,391 shares

   Change vs previous 13F +539 shares

   0.64% of the 13F portfolio, value $6,458,157.

   13F-HR 0001749914-26-000006 filed by Insight Wealth Strategies, LLC
   Accepted 2026-10-09 16:28:33 UTC, ingested 2026-10-09 16:30:04 UTC

2. period ended2026-06-30

   13F 49,852 shares

   Change vs previous 13F +2,121 shares

   0.67% of the 13F portfolio, value $6,899,955.

   13F-HR 0001749914-26-000005 filed by Insight Wealth Strategies, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 47,731 shares

   Change vs previous 13F +17,109 shares

   0.64% of the 13F portfolio, value $5,776,357.

   13F-HR 0001749914-26-000004 filed by Insight Wealth Strategies, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 30,622 shares

   Change vs previous 13F +827 shares

   0.48% of the 13F portfolio, value $4,170,731.

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 29,795 shares

   Change vs previous 13F +3,631 shares

   0.56% of the 13F portfolio, value $4,745,816.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 26,164 shares

   Change vs previous 13F +5,587 shares

   0.6% of the 13F portfolio, value $4,739,872.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 20,577 shares

   Change vs previous 13F +805 shares

   0.44% of the 13F portfolio, value $3,297,595.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 19,772 shares

   Change vs previous 13F not available

   0.46% of the 13F portfolio, value $3,441,202.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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