Wealthspire Retirement, LLC
PensionPosition in DELL — Dell Technologies Inc.
CIK 2040084
ALISO VIEJO, CA
Position in DELL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,318,541
+$818,109 QoQ
Shares Held
3,056
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,029
of 2,109 holders
Holding Since
Jun 2024
6 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, 2026Wealthspire Retirement, LLC holds $1,318,541 across 1 Computer Hardware name. DELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
3,056 | $1,318,541 |
All Filings in DELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,541 | 3,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $500,432 | 3,049 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $478,344 | 3,800 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $539,718 | 3,807 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $467,719 | 3,815 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $245,479 | 1,780 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||