Position in TGT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,194,425
+$504,557 QoQ
Shares Held
9,145
+60.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#730
of 1,865 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $26,018,549 across 4 Discount Stores names. TGT ranks #3 (4.6% of the industry book) .
All Filings in TGT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,425 | 9,145 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $689,868 | 5,692 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $499,501 | 5,110 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $480,162 | 5,353 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $509,525 | 5,165 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $514,910 | 4,934 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,191,536 | 16,212 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $2,279,761 | 14,627 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,986,695 | 13,420 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $2,334,563 | 13,174 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||