Position in WDC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$763,909
+$535,616 QoQ
Shares Held
1,196
+41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,078
of 1,836 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Sep 30, 2021CallValue
$118,000
CallShares
50,274
PutValue
$0
PutShares
0
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, 2026Avidian Wealth Enterprises, LLC holds $8,661,880 across 5 Computer Hardware names. WDC ranks #4 (8.8% of the industry book) .
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $763,909 | 1,196 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $228,293 | 844 | Shares | Sole | 2026-05-07 | |
| 2021-09-30 | $118,000 | 38,000 | Call | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||