Position in M
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$235
-$11,341 QoQ
Shares Held
10
-98.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 484 holders
Holding Since
Dec 2025
2 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, 2026SHP Wealth Management holds $2,348 across 2 Department Stores names. M ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDS |
Dillard's, Inc.
|
4 | $2,113 | |
| 2 | M |
Macy's, Inc.
This page
|
10 | $235 |
All Filings in M
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235 | 10 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $11,576 | 525 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||