Synergy Investment Management, LLC

Position in WDC — Western Digital Corp

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in WDC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$56,846

+$54,954 QoQ

Shares Held

+1171.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,670

of 1,836 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Synergy Investment Management, LLC holds $710,527 across 6 Computer Hardware names. WDC ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc.	2,495	$423,848
2	STX	Seagate Technology Holdings plc	186	$179,490
3	WDC	Western Digital Corp This page	89	$56,846
4	DELL	Dell Technologies Inc.	57	$24,593
5	SNDK	Sandisk Corp	9	$20,463
6	HPQ	Hp Inc	241	$5,287

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,846	89	+1171.4%	Shares	Other	2026-08-14
2026-03-31	$1,892	7	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.