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Litman Gregory Wealth Management LLC: CDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Litman Gregory Wealth Management LLC on CDW, newest first. How the timeline and the estimate are built.

Litman Gregory Wealth Management LLC held 39,120 CDW shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 39,120 shares
    Change vs previous 13F -1,403 shares

    0.39% of the 13F portfolio, value $5,328,123.

    13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 40,523 shares
    Change vs previous 13F -1,535 shares

    0.48% of the 13F portfolio, value $6,454,485.

    13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 42,058 shares
    Change vs previous 13F +182 shares

    0.59% of the 13F portfolio, value $7,511,172.

    13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 41,876 shares
    Change vs previous 13F +4,695 shares

    0.58% of the 13F portfolio, value $6,710,983.

    13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 37,181 shares
    Change vs previous 13F -279 shares

    0.56% of the 13F portfolio, value $6,471,028.

    13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 37,460 shares
    Change vs previous 13F -24 shares

    0.71% of the 13F portfolio, value $8,477,207.

    13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 37,484 shares
    Change vs previous 13F +67 shares

    0.74% of the 13F portfolio, value $8,390,419.

    13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 37,417 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,570,521.

    13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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