MSFP
DDT

Mark Sheptoff Financial Planning’s Dillard's Capital Trust I 7.50% Capital Securities DDT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DDT Stock Details DDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.5K Buy
+2,400
New +$62.8K 0.03% 162

Mark Sheptoff Financial Planning's DDT Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Dillard's Capital Trust I 7.50% Capital Securities (DDT) in Q1 2026: 2,400 shares worth $62.5K. The stake represents 0.03% of the portfolio and ranks #162 among its holdings.

1 fund tracked by Wall St. Rank holds DDT as of Q1 2026.

  • Mark Sheptoff Financial Planning held 2,400 shares of Dillard's Capital Trust I 7.50% Capital Securities worth $62.5K as of Q1 2026.
  • Dillard's Capital Trust I 7.50% Capital Securities was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • Dillard's Capital Trust I 7.50% Capital Securities made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #162 holding.
  • 1 fund tracked by Wall St. Rank held Dillard's Capital Trust I 7.50% Capital Securities as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.