Position in TGT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$912,833
+$8,803 QoQ
Shares Held
6,989
-6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#828
of 1,865 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $20,285,394 across 4 Discount Stores names. TGT ranks #3 (4.5% of the industry book) .
All Filings in TGT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,833 | 6,989 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $904,030 | 7,459 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,233,702 | 12,621 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,012,802 | 11,291 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,090,082 | 11,050 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,707,642 | 16,363 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,571,529 | 19,023 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,981,445 | 19,129 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,651,544 | 17,911 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,076,188 | 17,359 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,106,607 | 21,813 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,513,587 | 22,733 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,579,172 | 19,554 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,159,557 | 19,076 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,698,220 | 18,104 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,183,261 | 7,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,296,449 | 23,341 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,220,882 | 10,465 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,902,668 | 8,221 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,669,517 | 11,669 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $669,136 | 2,768 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $297,699 | 1,503 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $263,206 | 1,491 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $230,620 | 1,465 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||