Position in WDC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$526,305
+$237,963 QoQ
Shares Held
824
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,211
of 1,836 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Regent Peak Wealth Advisors LLC holds $3,019,484 across 5 Computer Hardware names. WDC ranks #2 (17.4% 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 | $526,305 | 824 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $288,342 | 1,066 | Shares | Sole | 2026-04-14 | |
| 2020-12-31 | $48,466 | 875 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||