Position in CDW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,360
+$8,883 QoQ
Shares Held
95
+156.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#651
of 750 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 39%
Shared 61%
None 0%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $91,872 across 3 Information Technology Services names. CDW ranks #2 (14.5% of the industry book) .
All Filings in CDW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,360 | 95 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,477 | 37 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $62,924 | 462 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $79,480 | 499 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $89,116 | 499 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $79,969 | 499 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $90,674 | 521 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $112,923 | 499 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $119,306 | 533 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $136,330 | 533 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,730 | 78 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||