Position in TGT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$78,888
+$13,683 QoQ
Shares Held
604
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,577
of 1,865 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $967,963 across 7 Discount Stores names. TGT ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
3,136 | $355,183 | |
| 2 | DG |
Dollar General Corp
|
1,666 | $191,773 | |
| 3 | COST |
Costco Wholesale Corp /New
|
200 | $187,094 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
740 | $89,503 | |
| 5 | TGT |
Target Corp
This page
|
604 | $78,888 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
749 | $65,327 | |
| 7 | PSMT |
Pricesmart Inc
|
1 | $195 |
All Filings in TGT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,888 | 604 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $65,205 | 538 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,701 | 355 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $11,840 | 132 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,959 | 30 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,235 | 31 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,759 | 50 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,144 | 110 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,960 | 20 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,835 | 16 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,281 | 9 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,076 | 64 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,441 | 64 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,262 | 68 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,774 | 79 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||