Position in DELL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$887,944
+$550,165 QoQ
Shares Held
2,058
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,176
of 2,109 holders
Holding Since
Mar 2020
15 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $887,944 across 1 Computer Hardware name. DELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
2,058 | $887,944 |
All Filings in DELL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,944 | 2,058 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $337,779 | 2,058 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $257,424 | 2,045 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $289,069 | 2,039 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $249,245 | 2,033 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $233,245 | 2,024 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $238,739 | 2,014 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $276,785 | 2,007 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $226,280 | 1,983 | Shares | Sole | 2024-05-03 | |
| 2021-09-30 | $196,323 | 1,887 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $164,928 | 1,871 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $137,125 | 1,871 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $126,648 | 1,871 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $102,792 | 1,871 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $73,997 | 1,871 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||