Falcon Wealth Planning

Position in SNDK — Sandisk Corp

CIK 1839850 Ontario, CA

Back to SNDK Full portfolio

Position in SNDK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,471,103

+$1,084,817 QoQ

Shares Held

647

+6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#868

of 1,812 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in SNDK Over Time

Shares Held

Position Value (USD)

Derivatives in SNDK

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,136,865

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $3,385,762 across 5 Computer Hardware names. SNDK ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp This page	647	$1,471,103
2	WDC	Western Digital Corp	1,625	$1,037,920
3	STX	Seagate Technology Holdings plc	330	$318,450
4	ANET	Arista Networks, Inc.	1,826	$310,200
5	DELL	Dell Technologies Inc.	575	$248,089

All Filings in SNDK

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,865	500	—	Put	Sole	2026-07-13
2026-06-30	$1,471,103	647	+6.4%	Shares	Sole	2026-07-13
2026-03-31	$386,286	608	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.