United Financial Planning Group LLC
Position in WDC — Western Digital Corp
CIK 2088337
HAUPPAUGE, NY
Position in WDC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,103
+$16,202 QoQ
Shares Held
44
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,716
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, 2026United Financial Planning Group LLC holds $361,722 across 5 Computer Hardware names. WDC ranks #3 (7.8% of the industry book) .
All Filings in WDC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,103 | 44 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,901 | 44 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,579 | 44 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||