Cedar Mountain Advisors
DDS icon

Cedar Mountain Advisors’s Dillards DDS Stock Holding History

Cedar Mountain Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Hold
16
– – ﹤0.01% 441
2026
Q2 		$8.46K Hold
16
– – ﹤0.01% 539
2026
Q1 		$9.15K Buy
+16
New +$10K ﹤0.01% 482

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Nisa Investment Advisors
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Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Cedar Mountain Advisors's DDS Position: Q3 2026 in Review

Cedar Mountain Advisors held its Dillards (DDS) position steady in Q3 2026 at 16 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Cedar Mountain Advisors first reported a position in DDS in Q1 2026 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold DDS as of Q3 2026.

  • Cedar Mountain Advisors held 16 shares of Dillards worth $10.7K as of Q3 2026.
  • Cedar Mountain Advisors left its Dillards share count unchanged in Q3 2026.
  • Dillards made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #441 holding.
  • Cedar Mountain Advisors first reported a position in Dillards in Q1 2026 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Dillards as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.