Position in WDC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$471,375
+$439,097 QoQ
Shares Held
738
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,247
of 1,836 holders
Holding Since
Dec 2021
2 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, 2026Confluence Wealth Services, Inc. holds $2,702,569 across 4 Computer Hardware names. WDC ranks #4 (17.4% of the industry book) .
All Filings in WDC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,375 | 738 | Shares | Sole | 2026-07-22 | |
| 2021-12-31 | $32,278 | 495 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||