Skip to main content

Clientfirst Wealth Management, LLC

SEC CIK
0001915494
Latest filing
Jul 30, 2026

DDS holding history

Dillard's, Inc. in every 13F filed by Clientfirst Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DDS overviewAll 13F holders of DDSFull Q2 2026 holdings

Shares (Q2 2026)
108,160
Value
$57.2M
% of portfolio
46.9%
Quarters held
15
Since Q4 2021
Holdings of DDS by Clientfirst Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,160$57.2M46.9%+59+0.1%AddedHolders
Q1 2026108,101$61.8M52.2%00.0%UnchangedHolders
Q4 2025108,101$65.5M52.6%00.0%UnchangedHolders
Q3 2025108,101$66.4M53.2%−181−0.2%ReducedHolders
Q2 2025108,282$45.2M46.2%−4,919−4.3%ReducedHolders
Q1 2025113,201$40.5M46.0%00.0%UnchangedHolders
Q4 2024113,201$48.9M49.4%–No prior filingHolders
Q4 2023––––Not filedHolders
Q3 2023148,431$48.2M58.6%−8,681−5.5%ReducedHolders
Q2 2023157,112$49.8M59.2%00.0%UnchangedHolders
Q1 2023157,112$46.4M61.8%−2,200−1.4%ReducedHolders
Q4 2022159,312$51.5M65.4%−255−0.2%ReducedHolders
Q3 2022159,567$51.2M63.5%−1,400−0.9%ReducedHolders
Q2 2022160,967$35.5M54.0%−107,703−40.1%ReducedHolders
Q1 2022268,670$72.1M66.4%00.0%UnchangedHolders
Q4 2021268,670$74.6M67.0%–No prior filingHolders