Position in M
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,061
+$710 QoQ
Shares Held
130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#423
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, 2026Private Wealth Management Group, LLC holds $25,783 across 2 Department Stores names. M ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDS |
Dillard's, Inc.
|
43 | $22,722 | |
| 2 | M |
Macy's, Inc.
This page
|
130 | $3,061 |
All Filings in M
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,061 | 130 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,351 | 130 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,866 | 130 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,330 | 130 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,515 | 130 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,744 | 537 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,091 | 537 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,425 | 537 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,310 | 537 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,734 | 537 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,850 | 589 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||