Position in WDC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,596,799
+$923,550 QoQ
Shares Held
2,500
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#862
of 1,836 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $1,816,899 across 4 Computer Hardware names. WDC ranks #1 (87.9% of the industry book) .
All Filings in WDC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,799 | 2,500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $673,249 | 2,489 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,788,334 | 10,381 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,271,675 | 10,592 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $191 | 3 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $121 | 3 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $178 | 3 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $204 | 3 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $227 | 3 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $204 | 3 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $314 | 6 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $136 | 3 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $109 | 3 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||