Institute for Wealth Management, LLC.

Position in DDS — Dillard's, Inc.

CIK 1533954 DENVER, CO

Position in DDS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$432,247

-$36,311 QoQ

Shares Held

818

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#173

of 310 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $444,118 across 3 Department Stores names. DDS ranks #1 (97.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDS	Dillard's, Inc. This page	818	$432,247
2	M	Macy's, Inc.	395	$9,302
3	KSS	KOHLS Corp	145	$2,569

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,247	818	-0.1%	Shares	Sole	2026-07-28
2026-03-31	$468,558	819	0.0%	Shares	Sole	2026-05-14
2025-12-31	$496,592	819	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$502,644	818	0.0%	Shares	Sole	2025-10-17
2025-06-30	$341,784	818	-27.0%	Shares	Sole	2025-07-18
2025-03-31	$401,463	1,121	0.0%	Shares	Sole	2025-04-21
2024-12-31	$483,980	1,121	0.0%	Shares	Sole	2025-01-23
2024-09-30	$430,116	1,121	0.0%	Shares	Sole	2024-11-12
2024-06-30	$493,677	1,121	0.0%	Shares	Sole	2024-07-25
2024-03-31	$528,708	1,121	-0.4%	Shares	Sole	2024-04-30
2023-12-31	$454,509	1,126	0.0%	Shares	Sole	2024-01-31
2023-09-30	$372,492	1,126	0.0%	Shares	Sole	2023-10-13
2023-06-30	$367,391	1,126	0.0%	Shares	Sole	2023-07-25
2023-03-31	$346,447	1,126	-13.1%	Shares	Sole	2023-04-20
2022-12-31	$418,867	1,296	-6.5%	Shares	Sole	2023-02-02
2022-09-30	$378,045	1,386	0.0%	Shares	Sole	2022-10-18
2022-06-30	$305,710	1,386	0.0%	Shares	Sole	2022-07-25
2022-03-31	$371,988	1,386	0.0%	Shares	Sole	2022-04-29
2021-12-31	$339,597	1,386	0.0%	Shares	Sole	2022-01-21
2021-09-30	$239,112	1,386	0.0%	Shares	Sole	2021-11-15
2021-06-30	$250,699	1,386	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.