Center for Financial Planning, Inc.
Position in DELL — Dell Technologies Inc.
CIK 1803557
SOUTHFIED, MI
Position in DELL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$160,934
+$99,714 QoQ
Shares Held
373
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,877
of 2,109 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $987,773 across 9 Computer Hardware names. DELL ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
2,765 | $469,718 | |
| 2 | DELL |
Dell Technologies Inc.
This page
|
373 | $160,934 | |
| 3 | QBTS |
D-Wave Quantum Inc.
|
3,978 | $95,432 | |
| 4 | RGTI |
Rigetti Computing, Inc.
|
4,592 | $88,717 | |
| 5 | STX |
Seagate Technology Holdings plc
|
80 | $77,200 | |
| 6 | IONQ |
IonQ, Inc.
|
1,125 | $59,917 | |
| 7 | HPQ |
Hp Inc
|
850 | $18,649 | |
| 8 | P |
Everpure, Inc.
|
170 | $13,394 |
All Filings in DELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,934 | 373 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $61,220 | 373 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $43,428 | 345 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $48,910 | 345 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $42,297 | 345 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $31,446 | 345 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $39,757 | 345 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $27,738 | 234 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $66,748 | 484 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $55,229 | 484 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,562 | 308 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $21,221 | 308 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $16,665 | 308 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,384 | 308 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,387 | 308 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $10,524 | 308 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,232 | 308 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,458 | 308 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $16,233 | 289 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $30,067 | 289 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $28,804 | 289 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $25,475 | 289 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $21,180 | 289 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,639 | 39 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,142 | 39 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $20,130 | 509 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||