Position in TGT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$243,065
+$53,751 QoQ
Shares Held
1,861
+19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,394
of 1,872 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $4,388,636 across 3 Discount Stores names. TGT ranks #3 (5.5% of the industry book) .
All Filings in TGT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,065 | 1,861 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $189,314 | 1,562 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,251 | 555 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $64,314 | 717 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||