Position in DDS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,113
+$969 QoQ
Shares Held
4
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#290
of 310 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DDS Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $2,348 across 2 Department Stores names. DDS ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDS |
Dillard's, Inc.
This page
|
4 | $2,113 | |
| 2 | M |
Macy's, Inc.
|
10 | $235 |
All Filings in DDS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113 | 4 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,144 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $606 | 1 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||