Position in M
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,130
+$316 QoQ
Shares Held
48
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#451
of 484 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $1,130 across 1 Department Stores name. M ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
48 | $1,130 |
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130 | 48 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $814 | 45 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,115 | 232 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,012 | 168 | Shares | Sole | 2025-11-14 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2 | 52 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $20 | 3 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||