Position in TGT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$301,317
-$316,318 QoQ
Shares Held
2,307
-54.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,284
of 1,872 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $5,874,799 across 4 Discount Stores names. TGT ranks #3 (5.1% of the industry book) .
All Filings in TGT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,317 | 2,307 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $617,635 | 5,096 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $478,388 | 4,894 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $346,869 | 3,867 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $387,299 | 3,926 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $268,546 | 1,723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $241,601 | 1,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $245,790 | 1,387 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $387,105 | 3,501 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $437,908 | 3,320 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $234,863 | 1,418 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $213,425 | 1,432 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $307,082 | 1,447 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $283,976 | 1,227 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $288,021 | 1,259 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $277,034 | 1,146 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $288,389 | 1,456 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $231,077 | 1,309 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||