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Integrated Wealth Concepts LLC

Position in WDC — Western Digital Corp

CIK 1737109 WALTHAM, MA

Position in WDC

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,121,459
+$4,663,538 QoQ
Shares Held
22,631
+167.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in WDC Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $26,507,172 across 13 Computer Hardware names. WDC ranks #1 (23.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WDC
Western Digital Corp
This page
22,631 $6,121,459

All Filings in WDC

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11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,121,459 22,631
2025-12-31 $1,457,921 8,463
2025-09-30 $1,411,905 11,760
2025-06-30 $651,034 10,174
2025-03-31 $640,370 15,839
2024-12-31 $202,417 4,491
2024-09-30 $280,592 5,436
2024-06-30 $324,728 5,670
2024-03-31 $287,350 5,571
2023-12-31 $168,708 4,262
2023-09-30 $153,307 4,445