WealthPlan Investment Management, LLC

Position in DELL — Dell Technologies Inc.

CIK 1929986 OMAHA, NE

Position in DELL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,953,591

+$3,000,937 QoQ

Shares Held

11,481

-3.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#614

of 2,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $11,857,840 across 5 Computer Hardware names. DELL ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	11,481	$4,953,591
2	ANET	Arista Networks, Inc.	27,556	$4,681,212
3	RGTI	Rigetti Computing, Inc.	84,095	$1,624,715
4	STX	Seagate Technology Holdings plc	375	$361,875
5	QUBT	Quantum Computing Inc.	24,376	$236,447

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,953,591	11,481	-3.5%	Shares	Other	2026-07-28
2026-03-31	$1,952,654	11,897	+13.8%	Shares	Sole	2026-04-29
2025-12-31	$1,315,446	10,450	+7.1%	Shares	Sole	2026-02-05
2025-09-30	$1,383,675	9,760	-8.8%	Shares	Sole	2025-10-27
2025-06-30	$1,311,942	10,701	+26.7%	Shares	Sole	2025-07-28
2025-03-31	$769,761	8,445	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.