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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

DELL holding history

Dell Technologies Inc. in every 13F filed by Arkadios 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 (Q2 2026)
43,924
Value
$19.0M
% of portfolio
0.3%
Quarters held
13
Since Q1 2021
Holdings of DELL by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,924$19.0M0.3%+505+1.2%AddedHolders
Q1 202643,419$7.13M0.1%+900+2.1%AddedHolders
Q4 202542,519$5.35M0.1%+2,997+7.6%AddedHolders
Q3 202539,522$5.60M0.1%−1,858−4.5%ReducedHolders
Q2 202541,380$5.07M0.2%+14,428+53.5%AddedHolders
Q1 202526,952$2.46M0.1%+12,248+83.3%AddedHolders
Q4 202414,704$1.69M0.1%+1,583+12.1%AddedHolders
Q3 202413,121$1.56M0.1%+10,784+461.4%AddedHolders
Q2 20242,337$322.3K<0.1%+572+32.4%AddedHolders
Q1 20241,765$201.4K<0.1%+1,765NewHolders
Q4 20210$00.0%−758−100.0%Sold outHolders
Q3 2021758$78.0K<0.1%+669+751.7%AddedHolders
Q2 202189$8.00K<0.1%+10+12.7%AddedHolders
Q1 202179$7.00K<0.1%––Holders

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