Position in M
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$594,119
-$145,345 QoQ
Shares Held
25,228
-38.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#229
of 484 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $869,954 across 2 Department Stores names. M ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
25,228 | $594,119 | |
| 2 | DDS |
Dillard's, Inc.
|
522 | $275,835 |
All Filings in M
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,119 | 25,228 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $739,464 | 40,877 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $465,078 | 21,092 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||