Position in DELL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$756,780
+$532,211 QoQ
Shares Held
1,754
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,234
of 2,109 holders
Holding Since
Sep 2025
3 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, 2026Optivise Advisory Services LLC holds $756,780 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
|
1,754 | $756,780 |
All Filings in DELL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,780 | 1,754 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $224,569 | 1,784 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $206,417 | 1,456 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||