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Net Worth Advisory Group: DELL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on DELL, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 4,315 DELL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,315 shares
    Change vs previous 13F -291 shares

    0.47% of the 13F portfolio, value $1,861,889.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,606 shares
    Change vs previous 13F -393 shares

    0.16% of the 13F portfolio, value $755,949.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,999 shares
    Change vs previous 13F -344 shares

    0.13% of the 13F portfolio, value $629,229.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,343 shares
    Change vs previous 13F -265 shares

    0.22% of the 13F portfolio, value $757,427.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,608 shares
    Change vs previous 13F -165 shares

    0.15% of the 13F portfolio, value $687,579.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,773 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $526,214.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).