Concord Wealth Partners

Position in TGT — Target Corp

CIK 1814214 ABINGDON, VA

Position in TGT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$28,342

+$6,935 QoQ

Shares Held

217

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,665

of 1,872 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $5,792,815 across 5 Discount Stores names. TGT ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	27,789	$3,147,382
2	COST	Costco Wholesale Corp /New	2,742	$2,565,058
3	DG	Dollar General Corp	410	$47,195
4	TGT	Target Corp This page	217	$28,342
5	DLTR	Dollar Tree, Inc.	40	$4,838

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,342	217	-0.9%	Shares	Sole	2026-07-27
2025-12-31	$21,407	219	0.0%	Shares	Sole	2026-01-29
2025-09-30	$19,644	219	-8.4%	Shares	Sole	2025-11-05
2025-06-30	$23,577	239	-18.7%	Shares	Sole	2025-07-25
2025-03-31	$30,681	294	+7.3%	Shares	Sole	2025-05-02
2024-12-31	$37,039	274	-23.7%	Shares	Sole	2025-01-24
2024-09-30	$55,953	359	-0.6%	Shares	Sole	2024-10-24
2024-06-30	$53,442	361	-26.2%	Shares	Sole	2024-07-31
2024-03-31	$86,655	489	+5.4%	Shares	Sole	2024-04-30
2023-12-31	$66,082	464	-18.3%	Shares	Sole	2024-04-30
2023-09-30	$62,803	568	-11.9%	Shares	Sole	2024-04-30
2023-06-30	$85,075	645	+28.7%	Shares	Sole	2023-08-08
2023-03-31	$82,980	501	-39.9%	Shares	Sole	2023-04-26
2022-12-31	$124,150	833	+4.9%	Shares	Sole	2023-01-30
2022-06-30	$112,136	794	+3.1%	Shares	Sole	2022-08-04
2022-03-31	$163,409	770	+1.0%	Shares	Sole	2022-04-20
2021-12-31	$176,357	762	+143.5%	Shares	Sole	2022-01-21
2021-09-30	$71,605	313	-57.2%	Shares	Sole	2021-11-09
2021-06-30	$176,953	732	+11.9%	Shares	Sole	2021-07-29
2021-03-31	$129,537	654	+95.8%	Shares	Sole	2021-05-13
2020-12-31	$58,961	334	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.