Position in WDC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$889,736
+$316,568 QoQ
Shares Held
1,393
-34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,032
of 1,836 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Mar 31, 2026CallValue
$27,049
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026Berger Financial Group, Inc holds $3,001,446 across 5 Computer Hardware names. WDC ranks #1 (29.6% of the industry book) .
All Filings in WDC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,736 | 1,393 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $27,049 | 100 | Call | Sole | 2026-04-28 | |
| 2026-03-31 | $573,168 | 2,119 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $437,393 | 2,539 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||