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WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

DELL holding history

Dell Technologies Inc. in every 13F filed by WealthPLAN Partners, LLC, 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 (Q2 2026)
479
Value
$206.7K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2023
Holdings of DELL by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026479$206.7K<0.1%+479NewHolders
Q1 20260$00.0%−1,756−100.0%Sold outHolders
Q4 20251,756$221.0K<0.1%+189+12.1%AddedHolders
Q3 20251,567$222.2K<0.1%+1,567NewHolders
Q3 20230$00.0%−91−100.0%Sold outHolders
Q2 202391$4.92K<0.1%−122−57.3%ReducedHolders
Q1 2023213$8.57K<0.1%+213NewHolders