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Dillards Capital Trust shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Dillards Capital Trust (DDT) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Dillards Capital Trust

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All positions including Dillards Capital Trust held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dillards Capital Trust by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $63k 2.4k 26.05

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
Nextera Energy (NEE)
Celestica (CLS)
Palantir Technologies Cl A (PLTR)
Apple (AAPL)
Raytheon Technologies Corp (RTX)
Johnson & Johnson (JNJ)
Pepsi (PEP)
Veeva Systems Cl A Com (VEEV)
Abbvie (ABBV)
Vertex Pharmaceuticals Incorporated (VRTX)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Berkshire Hathaway Cl B New (BRK.B)
General Dynamics Corporation (GD)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Dillards Capital Trust

Mark Sheptoff Financial Planning

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