Synergy Investment Management, LLC
Position in DELL — Dell Technologies Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in DELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,593
+$14,418 QoQ
Shares Held
57
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,011
of 2,109 holders
Holding Since
Dec 2024
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, 2026Synergy Investment Management, LLC holds $710,527 across 6 Computer Hardware names. DELL ranks #4 (3.5% 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 | $24,593 | 57 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,175 | 62 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $273 | 3 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $345 | 3 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||