Position in M
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$942
+$255 QoQ
Shares Held
40
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#456
of 484 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $6,754 across 2 Department Stores names. M ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDS |
Dillard's, Inc.
|
11 | $5,812 | |
| 2 | M |
Macy's, Inc.
This page
|
40 | $942 |
All Filings in M
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942 | 40 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $687 | 38 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,124 | 51 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $681 | 38 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||