Root Financial Partners, LLC

SEC CIK: 0001977181
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

WDC holding history

Western Digital Corp in every 13F filed by Root Financial Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WDC overview All 13F holders of WDC Full Q2 2026 holdings

Shares (Q2 2026): 2,182
Value: $1.39M
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of WDC by Root Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,182	$1.39M	0.1%	+414+23.4%	Added	Holders
Q1 2026	1,768	$478.3K	<0.1%	+584+49.3%	Added	Holders
Q4 2025	1,184	$204.0K	<0.1%	+129+12.2%	Added	Holders
Q3 2025	1,055	$126.7K	<0.1%	+1,055	New	Holders