Position in WDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,299,156
+$786,037 QoQ
Shares Held
2,034
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#915
of 1,836 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,623,613 across 6 Computer Hardware names. WDC ranks #1 (35.9% 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 | $1,299,156 | 2,034 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $513,119 | 1,897 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $279,938 | 1,625 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||