Financial Synergies Wealth Advisors, Inc.
Position in WDC — Western Digital Corp
CIK 2017868
HOUSTON, TX
Position in WDC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,957,576
+$4,016,539 QoQ
Shares Held
10,893
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.13%
of 13F equity value
Holder Rank
#519
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, 2026Financial Synergies Wealth Advisors, Inc. holds $19,004,721 across 4 Computer Hardware names. WDC ranks #2 (36.6% of the industry book) .
All Filings in WDC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,957,576 | 10,893 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,941,037 | 10,873 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $216,026 | 1,254 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||