Position in WDC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$7,108,314
+$3,730,435 QoQ
Shares Held
11,129
-10.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#516
of 1,836 holders
Holding Since
Dec 2023
11 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, 2026Everhart Financial Group, Inc. holds $15,653,819 across 4 Computer Hardware names. WDC ranks #1 (45.4% of the industry book) .
All Filings in WDC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,108,314 | 11,129 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,377,879 | 12,488 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,165,089 | 12,568 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,115,477 | 9,291 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $455,864 | 7,124 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $314,262 | 7,773 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $518,124 | 8,689 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $516,954 | 7,570 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $560,546 | 7,398 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $397,497 | 5,825 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $229,223 | 4,377 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||