Intrepid Financial Planning Group LLC
Position in DELL — Dell Technologies Inc.
CIK 1641296
CARMEL, IN
Position in DELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,913,466
+$3,044,354 QoQ
Shares Held
11,388
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.06%
of 13F equity value
Holder Rank
#617
of 2,109 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Intrepid Financial Planning Group LLC holds $5,347,716 across 2 Computer Hardware names. DELL ranks #1 (91.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
11,388 | $4,913,466 | |
| 2 | STX |
Seagate Technology Holdings plc
|
450 | $434,250 |
All Filings in DELL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,913,466 | 11,388 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,869,112 | 11,388 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,433,521 | 11,388 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,681,817 | 11,863 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,454,403 | 11,863 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,087,601 | 11,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,375,043 | 11,932 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,422,717 | 12,002 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,644,163 | 11,922 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,357,224 | 11,894 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $909,891 | 11,894 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $819,496 | 11,894 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $643,584 | 11,894 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $478,257 | 11,894 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $522,618 | 12,994 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $505,510 | 14,794 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $683,908 | 14,800 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||