Financial Synergies Wealth Advisors, Inc.
Position in DELL — Dell Technologies Inc.
CIK 2017868
HOUSTON, TX
Position in DELL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$632,088
+$414,780 QoQ
Shares Held
1,465
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,307
of 2,109 holders
Holding Since
Jun 2022
4 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, 2026Financial Synergies Wealth Advisors, Inc. holds $19,004,721 across 4 Computer Hardware names. DELL ranks #3 (3.3% of the industry book) .
All Filings in DELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,088 | 1,465 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $217,308 | 1,324 | Shares | Sole | 2026-05-14 | |
| 2023-06-30 | $973 | 18 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $323 | 7 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||