Cyndeo Wealth Partners, LLC

Position in DELL — Dell Technologies Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in DELL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,548,509

+$958,134 QoQ

Shares Held

3,589

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#959

of 2,109 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $17,144,389 across 4 Computer Hardware names. DELL ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STX	Seagate Technology Holdings plc	7,663	$7,394,795
2	ANET	Arista Networks, Inc.	26,950	$4,578,266
3	WDC	Western Digital Corp	5,672	$3,622,819
4	DELL	Dell Technologies Inc. This page	3,589	$1,548,509

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,548,509	3,589	-0.2%	Shares	Sole	2026-07-21
2026-03-31	$590,375	3,597	+25.7%	Shares	Sole	2026-04-13
2025-12-31	$360,268	2,862	0.0%	Shares	Sole	2026-01-07
2025-09-30	$405,745	2,862	-0.8%	Shares	Sole	2025-10-10
2025-06-30	$353,578	2,884	-29.2%	Shares	Sole	2025-07-24
2025-03-31	$371,345	4,074	-12.1%	Shares	Sole	2025-04-17
2024-12-31	$534,252	4,636	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$548,366	4,626	+10.6%	Shares	Sole	2024-10-18
2024-06-30	$576,877	4,183	-0.5%	Shares	Sole	2024-07-30
2024-03-31	$479,946	4,206	-3.1%	Shares	Sole	2024-04-17
2023-12-31	$332,010	4,340	+1.1%	Shares	Sole	2024-01-12
2023-09-30	$295,787	4,293	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$231,807	4,284	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.