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CARY STREET PARTNERS ASSET MANAGEMENT LLC: CDW position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,708 CDW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,708 shares
    Change vs previous 13F -278 shares

    <0.01% of the 13F portfolio, value $240,107.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 369 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,339 shares

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

  2. period ended2026-03-31
    13F 1,986 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $240,255.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 386 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,600 shares

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

  3. period ended2025-12-31
    13F 1,969 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $268,073.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 475 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,494 shares

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

  4. period ended2025-09-30
    13F 1,927 shares
    Change vs previous 13F -441 shares

    0.01% of the 13F portfolio, value $306,809.

    13F-HR 0001766904-25-000006 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 499 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,428 shares

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

  5. period ended2025-06-30
    13F 2,368 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $422,761.

    13F-HR 0001766904-25-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 941 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,427 shares

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

  6. period ended2025-03-31
    13F 2,344 shares
    Change vs previous 13F -59 shares

    0.01% of the 13F portfolio, value $375,615.

    13F-HR 0001766904-25-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,109 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,235 shares

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

  7. period ended2024-12-31
    13F 2,403 shares
    Change vs previous 13F -1,138 shares

    0.01% of the 13F portfolio, value $418,187.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,252 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,151 shares

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

  8. period ended2024-09-30
    13F 3,541 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $801,365.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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