PDS Planning, Inc

Position in TGT — Target Corp

CIK 838618 DUBLIN, OH

Position in TGT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$258,346

+$22,006 QoQ

Shares Held

1,978

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,362

of 1,872 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PDS Planning, Inc holds $7,976,229 across 4 Discount Stores names. TGT ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,086	$3,822,330
2	WMT	Walmart Inc.	32,479	$3,678,571
3	TGT	Target Corp This page	1,978	$258,346
4	DG	Dollar General Corp	1,885	$216,982

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,346	1,978	+1.4%	Shares	Sole	2026-08-05
2026-03-31	$236,340	1,950	-28.1%	Shares	Sole	2026-04-22
2025-06-30	$267,440	2,711	-16.1%	Shares	Sole	2025-07-24
2025-03-31	$337,395	3,233	-4.5%	Shares	Sole	2025-04-24
2024-12-31	$457,854	3,387	-0.7%	Shares	Sole	2025-02-10
2024-09-30	$531,482	3,410	-16.5%	Shares	Sole	2024-10-30
2024-06-30	$604,299	4,082	+3.7%	Shares	Sole	2024-08-08
2024-03-31	$697,852	3,938	+0.9%	Shares	Sole	2024-05-01
2023-12-31	$555,865	3,903	+15.9%	Shares	Sole	2024-02-01
2023-09-30	$372,289	3,367	-19.0%	Shares	Sole	2023-10-23
2023-06-30	$548,308	4,157	-0.6%	Shares	Sole	2023-07-21
2023-03-31	$692,830	4,183	+7.8%	Shares	Sole	2023-05-02
2022-12-31	$578,424	3,881	-9.3%	Shares	Sole	2023-01-27
2022-09-30	$634,812	4,278	+25.5%	Shares	Sole	2022-11-02
2022-06-30	$481,311	3,408	-9.7%	Shares	Sole	2022-07-15
2022-03-31	$800,706	3,773	+25.3%	Shares	Sole	2022-04-18
2021-12-31	$696,865	3,011	-6.1%	Shares	Sole	2022-01-25
2021-09-30	$733,436	3,206	-2.9%	Shares	Sole	2021-10-22
2021-06-30	$798,467	3,303	+153.3%	Shares	Sole	2021-07-26
2021-03-31	$258,283	1,304	-8.6%	Shares	Sole	2021-04-20
2020-09-30	$224,480	1,426	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.