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Vest Financial, LLC: CDW position timeline

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

Vest Financial, LLC held 19,422 CDW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,422 shares
    Change vs previous 13F +7,920 shares

    0.03% of the 13F portfolio, value $2,731,510.

    13F-HR 0001709632-26-000006 filed by Vest 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 11,502 shares
    Change vs previous 13F +3,691 shares

    0.02% of the 13F portfolio, value $1,391,972.

    13F-HR 0001709632-26-000004 filed by Vest 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 7,811 shares
    Change vs previous 13F +3,482 shares

    0.01% of the 13F portfolio, value $1,063,858.

    13F-HR 0001709632-26-000002 filed by Vest 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 4,329 shares
    Change vs previous 13F +1,693 shares

    0.01% of the 13F portfolio, value $689,523.

    13F-HR 0001709632-25-000006 filed by Vest 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 2,636 shares
    Change vs previous 13F +393 shares

    0.01% of the 13F portfolio, value $470,763.

    13F-HR 0001085146-25-004177 filed by Vest 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 2,243 shares
    Change vs previous 13F +648 shares

    0.01% of the 13F portfolio, value $359,463.

    13F-HR 0001085146-25-002044 filed by Vest 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 1,595 shares
    Change vs previous 13F +684 shares

    <0.01% of the 13F portfolio, value $277,594.

    13F-HR 0001085146-25-000544 filed by Vest 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 911 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,159.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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