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Legacy Financial Advisors, Inc.

Position in DELL — Dell Technologies Inc.

CIK 1730810 COVINGTON, KY

Position in DELL

as of Mar 31, 2026 · filed Apr 30, 2026
Position Value
$537,033
+$90,663 QoQ
Shares Held
3,272
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 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, 2026

Legacy Financial Advisors, Inc. holds $5,882,517 across 6 Computer Hardware names.

# Ticker Company Shares Value (USD) Open

All Filings in DELL

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $537,033 3,272
2025-12-31 $446,370 3,546
2025-09-30 $544,396 3,840
2025-06-30 $378,221 3,085