Position in DELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$206,669
-$14,375 QoQ
Shares Held
479
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,848
of 2,109 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026WealthPLAN Partners, LLC holds $482,214 across 2 Computer Hardware names. DELL ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
1,622 | $275,545 | |
| 2 | DELL |
Dell Technologies Inc.
This page
|
479 | $206,669 |
All Filings in DELL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,669 | 479 | Shares | Other | 2026-07-28 | |
| 2025-12-31 | $221,044 | 1,756 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $222,153 | 1,567 | Shares | Other | 2025-10-27 | |
| 2023-06-30 | $4,924 | 91 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,564 | 213 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||