Heritage Wealth Advisors

Position in TGT — Target Corp

CIK 1591122 RICHMOND, VA

Position in TGT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,632

+$1,270 QoQ

Shares Held

135

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,713

of 1,873 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $44,624,747 across 5 Discount Stores names. TGT ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	375,055	$42,478,729
2	COST	Costco Wholesale Corp /New	2,244	$2,099,194
3	DLTR	Dollar Tree, Inc.	150	$18,142
4	TGT	Target Corp This page	135	$17,632
5	DG	Dollar General Corp	96	$11,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,632	135	0.0%	Shares	Sole	2026-08-14
2026-03-31	$16,362	135	-91.9%	Shares	Sole	2026-05-14
2025-12-31	$162,265	1,660	-17.8%	Shares	Sole	2026-02-13
2025-09-30	$181,194	2,020	0.0%	Shares	Sole	2025-11-13
2025-06-30	$199,273	2,020	-34.2%	Shares	Sole	2025-08-11
2025-03-31	$320,593	3,072	-1.4%	Shares	Sole	2025-05-08
2024-12-31	$421,220	3,116	-10.4%	Shares	Sole	2025-02-12
2024-09-30	$541,925	3,477	+7.8%	Shares	Sole	2024-11-12
2024-06-30	$477,429	3,225	-6.4%	Shares	Sole	2024-12-12
2024-03-31	$610,488	3,445	0.0%	Shares	Sole	2024-12-12
2023-12-31	$490,636	3,445	0.0%	Shares	Sole	2024-12-12
2023-09-30	$380,913	3,445	+24.2%	Shares	Sole	2024-12-12
2023-06-30	$365,758	2,773	-0.6%	Shares	Sole	2024-12-12
2023-03-31	$462,107	2,790	+0.6%	Shares	Sole	2023-05-04
2022-12-31	$413,287	2,773	0.0%	Shares	Sole	2024-12-12
2022-09-30	$411,485	2,773	0.0%	Shares	Sole	2024-12-12
2022-06-30	$391,630	2,773	+24.7%	Shares	Sole	2022-08-04
2022-03-31	$471,765	2,223	0.0%	Shares	Sole	2022-05-11
2021-12-31	$514,491	2,223	0.0%	Shares	Sole	2022-03-28
2021-09-30	$508,555	2,223	0.0%	Shares	Sole	2021-11-02
2021-06-30	$537,388	2,223	-5.3%	Shares	Sole	2021-08-09
2021-03-31	$465,068	2,348	-45.6%	Shares	Sole	2021-04-27
2020-12-31	$762,080	4,317	+232.6%	Shares	Sole	2021-02-01
2020-09-30	$204,331	1,298	0.0%	Shares	Sole	2020-11-03
2020-06-30	$155,669	1,298	0.0%	Shares	Sole	2020-07-17
2020-03-31	$120,675	1,298	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.