Position in CDW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$328,932
-$163,431 QoQ
Shares Held
2,718
-24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $3,069,936 across 5 Information Technology Services names. CDW ranks #3 (10.7% of the industry book) .
All Filings in CDW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,932 | 2,718 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $492,363 | 3,615 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $529,765 | 3,326 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $623,457 | 3,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $562,031 | 3,507 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $381,321 | 2,191 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $520,716 | 2,301 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $522,666 | 2,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $667,074 | 2,608 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $587,622 | 2,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $520,742 | 2,581 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $473,613 | 2,581 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $507,688 | 2,605 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $463,236 | 2,594 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||