Position in TGT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,048,286
-$1,168,203 QoQ
Shares Held
46,308
-22.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#352
of 1,872 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Derivatives in TGT
reported options exposure · as of Mar 31, 2020CallValue
$836
CallShares
9
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Independent Advisor Alliance holds $61,896,983 across 5 Discount Stores names. TGT ranks #3 (9.8% of the industry book) .
All Filings in TGT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,048,286 | 46,308 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,216,489 | 59,542 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,529,539 | 46,338 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,318,720 | 36,998 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,229,815 | 42,877 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,414,449 | 32,718 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,247,219 | 31,419 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,493,908 | 35,249 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,860,448 | 32,832 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,454,168 | 30,778 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,173,690 | 36,327 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,391,512 | 30,673 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,809,930 | 28,885 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,843,408 | 47,355 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,811,931 | 52,415 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,784,390 | 52,459 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,540,361 | 46,310 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,398,586 | 44,287 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,086,565 | 39,261 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $8,467,921 | 37,015 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,609,406 | 39,751 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,477,031 | 27,652 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,862,518 | 27,545 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,998,940 | 25,403 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,275,408 | 27,311 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $836 | 9 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $2,547,057 | 75,127 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||