Falcon Wealth Planning

Position in WDC — Western Digital Corp

CIK 1839850 Ontario, CA

Position in WDC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,037,920

+$450,957 QoQ

Shares Held

1,625

-25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#983

of 1,836 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Technology · as of Jun 30, 2026

Falcon Wealth Planning holds $3,385,762 across 5 Computer Hardware names. WDC ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	647	$1,471,103
2	WDC	Western Digital Corp This page	1,625	$1,037,920
3	STX	Seagate Technology Holdings plc	330	$318,450
4	ANET	Arista Networks, Inc.	1,826	$310,200
5	DELL	Dell Technologies Inc.	575	$248,089

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,037,920	1,625	-25.1%	Shares	Sole	2026-07-13
2026-03-31	$586,963	2,170	+2.6%	Shares	Sole	2026-04-21
2025-12-31	$364,523	2,116	+20.0%	Shares	Sole	2026-02-03
2025-09-30	$211,785	1,764	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.