CDW β€” CDW CORP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  9 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported CDW CORP COM (CDW) in 9 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows CDW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in CDW CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CDW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held CDW β€” position size vs. price
% of Fund (quarterly)    CDW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 14 β€” 0% 0.00% $2K 2025-11-12 $146.00
2025 Q2 ADDED 14 +13 +1300.0% 0.00% $3K 2025-08-04 $169.88
2025 Q1 REDUCED 1 -51 -98.1% 0.00% $160 2025-04-23 $152.30
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and CDW

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning CDW?

CREATIVE FINANCIAL DESIGNS INC /ADV reported CDW across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported CDW position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for CDW was 0.00% in 2025 Q2.

What is the latest reported CDW position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 14 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this CDW ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly CDW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to CREATIVE FINANCIAL DESIGNS INC /ADV Holdings