Position in TGT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$253,383
-$64,767 QoQ
Shares Held
1,940
-26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,372
of 1,872 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $44,517,859 across 6 Discount Stores names. TGT ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,995 | $28,059,422 | |
| 2 | WMT |
Walmart Inc.
|
141,149 | $15,986,534 | |
| 3 | TGT |
Target Corp
This page
|
1,940 | $253,383 | |
| 4 | DG |
Dollar General Corp
|
1,628 | $187,399 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
134 | $16,207 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
171 | $14,914 |
All Filings in TGT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,383 | 1,940 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $318,150 | 2,625 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $165,099 | 1,689 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $164,778 | 1,837 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $1,765,249 | 16,915 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $564,241 | 4,174 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,170,350 | 13,925 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,135,211 | 34,688 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,611,370 | 9,093 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,218,687 | 8,557 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $951,123 | 8,602 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $842,049 | 6,384 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,144,006 | 6,907 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $456,062 | 3,060 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $638,373 | 4,302 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,074,477 | 7,608 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,023,266 | 70,791 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $19,069,035 | 82,393 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $15,937,262 | 69,665 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $15,806,169 | 65,385 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $13,983,742 | 70,600 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||