Position in TGT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$804,426
+$107,769 QoQ
Shares Held
6,159
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#863
of 1,872 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $23,195,682 across 5 Discount Stores names. TGT ranks #3 (3.5% of the industry book) .
All Filings in TGT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,426 | 6,159 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $696,657 | 5,748 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $378,488 | 3,872 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $250,980 | 2,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $382,170 | 3,874 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $365,573 | 3,503 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $402,160 | 2,975 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $549,874 | 3,528 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $374,985 | 2,533 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $326,066 | 1,840 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $201,381 | 1,414 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||