Summit Financial Wealth Advisors, LLC
Position in DELL — Dell Technologies Inc.
CIK 1632283
Lafayette, LA
Position in DELL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$234,282
New position
Shares Held
543
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,766
of 2,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Computer Hardware
Technology · as of Jun 30, 2026Summit Financial Wealth Advisors, LLC holds $918,467 across 2 Computer Hardware names. DELL ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
709 | $684,185 | |
| 2 | DELL |
Dell Technologies Inc.
This page
|
543 | $234,282 |
All Filings in DELL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,282 | 543 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||