Summit Financial, LLC

Position in TGT — Target Corp

CIK 1765536 PARSIPPANY, NJ

Position in TGT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,085,238

-$673,131 QoQ

Shares Held

8,309

-42.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#768

of 1,872 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $58,832,794 across 5 Discount Stores names. TGT ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	286,143	$32,408,556
2	COST	Costco Wholesale Corp /New	26,539	$24,826,438
3	TGT	Target Corp This page	8,309	$1,085,238
4	DG	Dollar General Corp	2,432	$279,947
5	BJ	BJ's Wholesale Club Holdings, Inc.	2,667	$232,615

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,085,238	8,309	-42.7%	Shares	Sole	2026-08-12
2026-03-31	$1,758,369	14,508	+19.5%	Shares	Sole	2026-05-15
2025-12-31	$1,186,587	12,139	+128.2%	Shares	Sole	2026-02-13
2025-09-30	$477,114	5,319	-40.0%	Shares	Sole	2025-11-14
2025-06-30	$873,841	8,858	+22.6%	Shares	Sole	2025-08-13
2025-03-31	$754,105	7,226	+64.3%	Shares	Sole	2025-05-14
2024-12-31	$594,656	4,399	+1.1%	Shares	Sole	2025-02-12
2024-09-30	$677,835	4,349	+2.0%	Shares	Sole	2024-11-12
2024-06-30	$630,946	4,262	+98.7%	Shares	Sole	2024-07-31
2024-03-31	$380,115	2,145	+26.4%	Shares	Sole	2024-04-24
2023-12-31	$241,686	1,697	-10.7%	Shares	Sole	2024-02-06
2023-09-30	$210,083	1,900	-0.7%	Shares	Sole	2023-11-07
2023-06-30	$252,456	1,914	-7.4%	Shares	Sole	2023-08-11
2023-03-31	$342,522	2,068	+1.7%	Shares	Sole	2023-05-03
2022-12-31	$302,998	2,033	-27.2%	Shares	Sole	2023-02-07
2022-09-30	$414,156	2,791	+30.3%	Shares	Sole	2022-11-15
2022-06-30	$302,514	2,142	+3.6%	Shares	Sole	2022-08-12
2022-03-31	$438,658	2,067	+0.3%	Shares	Sole	2022-05-10
2021-12-31	$476,997	2,061	+15.0%	Shares	Sole	2022-02-07
2021-09-30	$409,955	1,792	+18.4%	Shares	Sole	2021-11-08
2021-06-30	$365,752	1,513	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.