Position in WDC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,329
+$10,190 QoQ
Shares Held
24
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,748
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, 2026Valued Wealth Advisors LLC holds $80,979 across 6 Computer Hardware names. WDC ranks #3 (18.9% 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 | $15,329 | 24 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,139 | 19 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $689 | 4 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $480 | 4 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $255 | 4 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $161 | 4 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $238 | 4 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $273 | 4 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $303 | 4 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $272 | 4 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $209 | 4 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||