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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

DELL holding history

Dell Technologies Inc. in every 13F filed by LWM Advisory Services, 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)
685
Value
$295.5K
% of portfolio
0.5%
Quarters held
1
Since Q2 2026
Holdings of DELL by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026685$295.5K0.5%+685NewHolders