Position in TJX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$692,506
+$195,520 QoQ
Shares Held
4,571
+46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,678
of 2,745 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Heritage Wealth Advisors holds $904,524 across 3 Apparel Retail names. TJX ranks #1 (76.6% of the industry book) .
All Filings in TJX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,506 | 4,571 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $496,986 | 3,112 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,647,929 | 17,238 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $155,958 | 1,079 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $133,245 | 1,079 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $131,422 | 1,079 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $125,038 | 1,035 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $120,948 | 1,029 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $24,442 | 275 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $33,916 | 400 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $31,344 | 400 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $21,890 | 275 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||