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CAPTRUST FINANCIAL ADVISORS: WDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WDC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 42,232 WDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,232 shares
    Change vs previous 13F +1,656 shares

    0.04% of the 13F portfolio, value $26,974,243.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,576 shares
    Change vs previous 13F +7,939 shares

    0.02% of the 13F portfolio, value $10,971,496.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,637 shares
    Change vs previous 13F +5,239 shares

    0.01% of the 13F portfolio, value $5,622,356.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,398 shares
    Change vs previous 13F +2,657 shares

    0.01% of the 13F portfolio, value $3,289,348.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,741 shares
    Change vs previous 13F +9,821 shares

    <0.01% of the 13F portfolio, value $1,583,178.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,920 shares
    Change vs previous 13F +3,246 shares

    <0.01% of the 13F portfolio, value $603,209.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,674 shares
    Change vs previous 13F +497 shares

    <0.01% of the 13F portfolio, value $696,102.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,177 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $763,285.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).