WEALTH ALLIANCE, LLC

Position in CDW — CDW Corp

CIK 1793904 MELLVILLE, NY

Position in CDW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$500,115

+$39,634 QoQ

Shares Held

3,556

-6.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#418

of 746 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,660,817 across 5 Information Technology Services names. CDW ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	5,600	$1,574,776
2	CDW	CDW Corp This page	3,556	$500,115
3	JKHY	Jack Henry & Associates Inc	1,869	$257,436
4	INFY	Infosys Ltd	17,260	$181,057
5	WSE	Wise Group plc	12,379	$147,433

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,115	3,556	-6.5%	Shares	Defined	2026-08-11
2026-03-31	$460,481	3,805	+80.5%	Shares	Defined	2026-05-14
2025-12-31	$287,109	2,108	-25.9%	Shares	Defined	2026-02-13
2025-09-30	$452,833	2,843	-5.4%	Shares	Defined	2025-11-07
2025-06-30	$536,662	3,005	+28.1%	Shares	Defined	2025-08-08
2025-03-31	$375,969	2,346	+3.3%	Shares	Defined	2025-05-05
2022-03-31	$406,438	2,272	+12.3%	Shares	Defined	2022-05-10
2021-12-31	$414,269	2,023	-20.4%	Shares	Defined	2022-02-14
2021-09-30	$462,694	2,542	-2.4%	Shares	Defined	2021-11-12
2021-06-30	$454,788	2,604	-2.8%	Shares	Defined	2021-08-16
2021-03-31	$444,210	2,680	-4.6%	Shares	Defined	2021-05-18
2020-12-31	$370,329	2,810	-2.6%	Shares	Defined	2021-02-11
2020-09-30	$344,724	2,884	+3.1%	Shares	Defined	2020-12-01
2020-06-30	$324,955	2,797	+9.0%	Shares	Defined	2020-08-14
2020-03-31	$239,424	2,567	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.