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Disclosery

LPL Financial LLC: CDW position timeline

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

LPL Financial LLC held 58,154 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,154 shares
    Change vs previous 13F +21,235 shares

    <0.01% of the 13F portfolio, value $8,178,684.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 36,919 shares
    Change vs previous 13F -2,147 shares

    <0.01% of the 13F portfolio, value $4,467,879.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 39,066 shares
    Change vs previous 13F +2,040 shares

    <0.01% of the 13F portfolio, value $5,320,775.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 37,026 shares
    Change vs previous 13F -7,402 shares

    <0.01% of the 13F portfolio, value $5,897,520.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 44,428 shares
    Change vs previous 13F -24,308 shares

    <0.01% of the 13F portfolio, value $7,934,329.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 68,736 shares
    Change vs previous 13F +26,604 shares

    <0.01% of the 13F portfolio, value $11,015,616.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 42,132 shares
    Change vs previous 13F +2,503 shares

    <0.01% of the 13F portfolio, value $7,332,734.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 39,629 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,968,125.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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