Position in WDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,308,737
+$755,585 QoQ
Shares Held
2,049
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#912
of 1,836 holders
Holding Since
Dec 2022
6 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, 2026LMG Wealth Partners, LLC holds $4,148,695 across 3 Computer Hardware names. WDC ranks #3 (31.5% of the industry book) .
All Filings in WDC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,737 | 2,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $553,152 | 2,045 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $352,292 | 2,045 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $245,522 | 2,045 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $200,790 | 2,650 | Shares | Sole | 2024-08-02 | |
| 2022-12-31 | $494,325 | 15,668 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||