Position in TGT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$678,910
+$234,228 QoQ
Shares Held
5,198
+41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#915
of 1,863 holders
Holding Since
Dec 2023
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, 2026Turtle Creek Wealth Advisors, LLC holds $22,499,951 across 4 Discount Stores names. TGT ranks #3 (3.0% 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 | $678,910 | 5,198 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $444,682 | 3,669 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $215,538 | 2,205 | Shares | Sole | 2026-01-28 | |
| 2023-12-31 | $257,637 | 1,809 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||