Position in DELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$705,437
+$514,883 QoQ
Shares Held
1,635
+40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,266
of 2,109 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Derivatives in DELL
reported options exposure · as of Jun 30, 2026CallValue
$302,022
CallShares
700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $8,661,880 across 5 Computer Hardware names. DELL ranks #5 (8.1% of the industry book) .
All Filings in DELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,022 | 700 | Call | Sole | 2026-07-24 | |
| 2026-06-30 | $705,437 | 1,635 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $114,891 | 700 | Call | Sole | 2026-05-07 | |
| 2026-03-31 | $190,554 | 1,161 | Shares | Sole | 2026-05-07 | |
| 2024-09-30 | $283,310 | 2,390 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||