Position in WDC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,725,821
+$1,725,762 QoQ
Shares Held
2,702
+270100.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#841
of 1,836 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Synergy Asset Management, LLC holds $2,046,416 across 2 Computer Hardware names. WDC ranks #1 (84.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
This page
|
2,702 | $1,725,821 | |
| 2 | SNDK |
Sandisk Corp
|
141 | $320,595 |
All Filings in WDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,725,821 | 2,702 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $59 | 1 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||