Position in WDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,159,176
+$2,664,987 QoQ
Shares Held
9,643
-25.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#544
of 1,836 holders
Holding Since
Mar 2026
2 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, 2026Roehl & Yi Investment Advisors, LLC holds $9,706,194 across 2 Computer Hardware names. WDC ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
This page
|
9,643 | $6,159,176 | |
| 2 | SNDK |
Sandisk Corp
|
1,560 | $3,547,018 |
All Filings in WDC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,159,176 | 9,643 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,494,189 | 12,918 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||