Position in CDW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$703
+$98 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 230 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $56,112 across 6 Information Technology Services names. CDW ranks #4 (1.3% of the industry book) .
All Filings in CDW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703 | 5 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $605 | 5 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $892 | 5 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $24,039 | 150 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $870 | 5 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||