Position in DDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,169
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 310 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $12,469 across 2 Department Stores names. DDS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
|
395 | $9,300 | |
| 2 | DDS |
Dillard's, Inc.
This page
|
6 | $3,169 |
All Filings in DDS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,169 | 6 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||