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WMG Financial Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1906711 Knoxville, TN

Position in DELL

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$413,769
New position
Shares Held
959
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,503
of 2,108 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 10% None 90%

Position in Computer Hardware

Technology · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $705,452 across 3 Computer Hardware names. DELL ranks #1 (58.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DELL
Dell Technologies Inc.
This page
959 $413,769

All Filings in DELL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $413,769 959