Position in TJX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,736,847
-$1,143,064 QoQ
Shares Held
18,065
-25.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#1,090
of 2,736 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TJX Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Invera Wealth Advisors, LLC holds $2,736,847 across 1 Apparel Retail name. TJX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
This page
|
18,065 | $2,736,847 |
All Filings in TJX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,847 | 18,065 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,879,911 | 24,295 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,845,933 | 25,037 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,912,842 | 27,071 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,412,152 | 27,631 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $3,358,304 | 35,799 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||