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Kestra Advisory Services, LLC: CDW position timeline

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

Kestra Advisory Services, LLC held 13,339 CDW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,339 shares
    Change vs previous 13F +2,298 shares

    <0.01% of the 13F portfolio, value $1,876,041.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,358 shares
    • Kestra Advisory Services, LLC: 7,696 shares
    • Kestra Investment Management, LLC: 2,285 shares

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

  2. period ended2026-03-31
    13F 11,041 shares
    Change vs previous 13F +926 shares

    <0.01% of the 13F portfolio, value $1,336,156.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,121 shares
    • Kestra Advisory Services, LLC: 7,920 shares

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

  3. period ended2025-12-31
    13F 10,115 shares
    Change vs previous 13F +3,988 shares

    <0.01% of the 13F portfolio, value $1,377,639.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 2,680 shares
    • Kestra Advisory Services, LLC: 7,435 shares

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

  4. period ended2025-09-30
    13F 6,127 shares
    Change vs previous 13F -2,279 shares

    <0.01% of the 13F portfolio, value $975,913.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 6,127 shares

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

  5. period ended2025-06-30
    13F/A 8,406 shares
    Change vs previous 13F +1,247 shares

    0.01% of the 13F portfolio, value $1,501,290.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,686 shares
    • Kestra Advisory Services, LLC: 6,720 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 7,159 shares
    Change vs previous 13F -2,013 shares

    <0.01% of the 13F portfolio, value $1,147,301.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 7,059 shares
    • Kestra Investment Management, LLC: 100 shares

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

  7. period ended2024-12-31
    13F 9,172 shares
    Change vs previous 13F +2,178 shares

    0.01% of the 13F portfolio, value $1,596,295.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 9,141 shares
    • Kestra Investment Management, LLC: 31 shares

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

  8. period ended2024-09-30
    13F 6,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,582,817.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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