Optimist Retirement Group LLC

Pension

Position in WDC — Western Digital Corp

CIK 2011850 BELLEVUE, WA

Position in WDC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,301,072

+$762,527 QoQ

Shares Held

2,037

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#913

of 1,836 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $8,195,623 across 5 Computer Hardware names. WDC ranks #4 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HPQ	Hp Inc	121,625	$2,668,452
2	DELL	Dell Technologies Inc.	3,520	$1,518,739
3	SNDK	Sandisk Corp	622	$1,414,260
4	WDC	Western Digital Corp This page	2,037	$1,301,072
5	STX	Seagate Technology Holdings plc	1,340	$1,293,100

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,301,072	2,037	+2.3%	Shares	Sole	2026-08-10
2026-03-31	$538,545	1,991	-46.1%	Shares	Sole	2026-05-11
2025-12-31	$636,365	3,694	-2.9%	Shares	Sole	2026-02-09
2025-09-30	$456,708	3,804	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.