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Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

DELL holding history

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

DELL overviewAll 13F holders of DELLFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of DELL by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−285−100.0%Sold outHolders
Q4 2025285$35.9K<0.1%−20−6.6%ReducedHolders
Q3 2025305$43.2K<0.1%00.0%UnchangedHolders
Q2 2025305$37.4K<0.1%00.0%UnchangedHolders
Q1 2025305$27.8K<0.1%00.0%UnchangedHolders
Q4 2024305$35.1K<0.1%00.0%UnchangedHolders
Q3 2024305$36.2K<0.1%+20+7.0%AddedHolders
Q2 2024285$39.3K<0.1%00.0%UnchangedHolders
Q1 2024285$32.5K<0.1%00.0%UnchangedHolders
Q4 2023285$21.8K<0.1%00.0%UnchangedHolders
Q3 2023285$19.6K<0.1%00.0%UnchangedHolders
Q2 2023285$15.4K<0.1%00.0%UnchangedHolders
Q1 2023285$11.5K<0.1%00.0%UnchangedHolders
Q4 2022285$11.5K<0.1%00.0%UnchangedHolders
Q3 2022285$9.74K<0.1%00.0%UnchangedHolders
Q2 2022285$13.0K<0.1%00.0%UnchangedHolders
Q1 2022285$14.0K<0.1%00.0%UnchangedHolders
Q4 2021285$16.0K<0.1%00.0%UnchangedHolders
Q3 2021285$29.7K<0.1%00.0%UnchangedHolders
Q2 2021285$28.4K<0.1%00.0%UnchangedHolders
Q1 2021285$25.1K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.