Position in CDW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$213,772
-$50,456 QoQ
Shares Held
1,520
-21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#541
of 746 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDW Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026FIDUCIARY FAMILY OFFICE, LLC holds $572,877 across 2 Information Technology Services names. CDW ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,277 | $359,105 | |
| 2 | CDW |
CDW Corp
This page
|
1,520 | $213,772 |
All Filings in CDW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,772 | 1,520 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $264,228 | 1,940 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $309,003 | 1,940 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $392,540 | 2,198 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $352,251 | 2,198 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $576,612 | 2,548 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $570,344 | 2,548 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $651,727 | 2,548 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $579,211 | 2,548 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||