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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

DELL holding history

Dell Technologies Inc. in every 13F filed by True Wealth Design, 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)
489
Value
$211.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of DELL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026489$211.0K0.1%−305−38.4%ReducedHolders
Q1 2026794$130.3K<0.1%+32+4.2%AddedHolders
Q4 2025762$95.9K<0.1%−55−6.7%ReducedHolders
Q3 2025817$115.8K<0.1%+179+28.1%AddedHolders
Q2 2025638$78.2K<0.1%+572+866.7%AddedHolders
Q1 202566$5.98K<0.1%−168−71.8%ReducedHolders
Q4 2024234$26.9K<0.1%−29−11.0%ReducedHolders
Q3 2024263$31.2K<0.1%+253+2,530.0%AddedHolders
Q2 202410$1.38K<0.1%+1+11.1%AddedHolders
Q1 20249$1.03K<0.1%+4+80.0%AddedHolders
Q4 20235$383<0.1%00.0%UnchangedHolders
Q3 20235$345<0.1%00.0%UnchangedHolders
Q2 20235$271<0.1%00.0%UnchangedHolders
Q1 20235$202<0.1%00.0%UnchangedHolders
Q4 20225$201<0.1%–No prior filingHolders