Position in M
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,085
+$752 QoQ
Shares Held
131
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#422
of 484 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $5,441 across 2 Department Stores names. M ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
131 | $3,085 | |
| 2 | KSS |
KOHLS Corp
|
133 | $2,356 |
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085 | 131 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,333 | 129 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,197 | 145 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,599 | 145 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,154 | 99 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $527 | 42 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,337 | 79 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $800 | 51 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $940 | 49 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $839 | 42 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $845 | 42 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||