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Disclosery

Focus Partners Wealth: CDW position timeline

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

Focus Partners Wealth held 20,261 CDW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,261 shares
    Change vs previous 13F +928 shares

    <0.01% of the 13F portfolio, value $2,849,596.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 19,333 shares
    Change vs previous 13F -37,182 shares

    <0.01% of the 13F portfolio, value $2,390,639.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 56,515 shares
    Change vs previous 13F +48,126 shares

    0.01% of the 13F portfolio, value $7,697,493.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 8,389 shares
    Change vs previous 13F -1,607 shares

    <0.01% of the 13F portfolio, value $1,340,811.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 9,996 shares
    Change vs previous 13F -1,917 shares

    <0.01% of the 13F portfolio, value $1,785,377.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 11,913 shares
    Change vs previous 13F -136,806 shares

    <0.01% of the 13F portfolio, value $1,909,142.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 148,719 shares
    Change vs previous 13F -3,123 shares

    0.07% of the 13F portfolio, value $25,883,136.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 151,842 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $34,361,923.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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