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Invera Wealth Advisors, LLC: TJX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invera Wealth Advisors, LLC on TJX, newest first. How the timeline and the estimate are built.

Invera Wealth Advisors, LLC held 18,065 TJX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,065 shares
    Change vs previous 13F -6,230 shares

    1.47% of the 13F portfolio, value $2,736,848.

    13F-HR 0001976780-26-000003 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,295 shares
    Change vs previous 13F -742 shares

    2.49% of the 13F portfolio, value $3,879,912.

    13F-HR 0001976780-26-000002 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,037 shares
    Change vs previous 13F -2,034 shares

    2.43% of the 13F portfolio, value $3,845,934.

    13F-HR 0001976780-26-000001 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,071 shares
    Change vs previous 13F -560 shares

    2.41% of the 13F portfolio, value $3,912,842.

    13F-HR 0001976780-25-000009 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,631 shares
    Change vs previous 13F -402 shares

    2.23% of the 13F portfolio, value $3,412,152.

    13F-HR 0001976780-25-000007 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 28,033 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,414,419.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).