Position in M
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$17,026
+$16,701 QoQ
Shares Held
723
+3916.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#369
of 484 holders
Holding Since
Dec 2023
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, 2026Valued Wealth Advisors LLC holds $19,949 across 2 Department Stores names. M ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
723 | $17,026 | |
| 2 | KSS |
KOHLS Corp
|
165 | $2,923 |
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,026 | 723 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $325 | 18 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $396 | 18 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $304 | 17 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $198 | 17 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $602 | 48 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $812 | 48 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $502 | 32 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $614 | 32 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $639 | 32 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $20 | 1 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||