Wescott Financial Advisory Group, LLC
Position in WDC — Western Digital Corp
CIK 1864880
Philadelphia, PA
Position in WDC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$270,817
New position
Shares Held
424
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,457
of 1,836 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 12%
Shared 0%
None 88%
Position in Computer Hardware
Technology · as of Jun 30, 2026Wescott Financial Advisory Group, LLC holds $498,190 across 2 Computer Hardware names. WDC ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
This page
|
424 | $270,817 | |
| 2 | SNDK |
Sandisk Corp
|
100 | $227,373 |
All Filings in WDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,817 | 424 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||