Position in WDC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$595,287
+$269,347 QoQ
Shares Held
932
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,154
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)
Position in Computer Hardware
Technology · as of Jun 30, 2026Plan Group Financial, LLC holds $1,277,406 across 2 Computer Hardware names. WDC ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
300 | $682,119 | |
| 2 | WDC |
Western Digital Corp
This page
|
932 | $595,287 |
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,287 | 932 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $325,940 | 1,205 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $252,031 | 1,463 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||