Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DELL holding history

Dell Technologies Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DELL overview All 13F holders of DELL Full Q2 2026 holdings

Shares (Q2 2026): 1,635
Value: $705.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2024

Holdings of DELL by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,635	$705.3K	<0.1%	+474+40.8%	Added	Holders
Q1 2026	1,161	$190.5K	<0.1%	+1,161	New	Holders
Q4 2024	0	$0	0.0%	−2,390−100.0%	Sold out	Holders
Q3 2024	2,390	$283.3K	<0.1%	+2,390	New	Holders