Position in M
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,938
+$4,548 QoQ
Shares Held
422
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 484 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $12,184 across 3 Department Stores names. M ranks #1 (81.6% of the industry book) .
All Filings in M
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,938 | 422 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,390 | 298 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,656 | 574 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,532 | 197 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,189 | 102 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,742 | 2,368 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $575 | 34 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||