Position in WDC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$243,991
New position
Shares Held
382
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,506
of 1,836 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Computer Hardware
Technology · as of Jun 30, 2026Lutz Financial Services LLC holds $459,995 across 2 Computer Hardware names. WDC ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
This page
|
382 | $243,991 | |
| 2 | SNDK |
Sandisk Corp
|
95 | $216,004 |
All Filings in WDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,991 | 382 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||