Position in DELL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,964
+$10,384 QoQ
Shares Held
37
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,034
of 2,109 holders
Holding Since
Mar 2026
2 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, 2026GoalVest Advisory LLC holds $269,485 across 5 Computer Hardware names. DELL ranks #3 (5.9% of the industry book) .
All Filings in DELL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,964 | 37 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,580 | 34 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||