Modern Wealth Management, LLC: TGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on TGT, newest first. How the timeline and the estimate are built.
Modern Wealth Management, LLC held 9,145 TGT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 9,145 sharesChange vs previous 13F +3,453 shares
0.01% of the 13F portfolio, value $1,194,387.
13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,692 sharesChange vs previous 13F +582 shares
0.01% of the 13F portfolio, value $685,604.
13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,110 sharesChange vs previous 13F -243 shares
0.01% of the 13F portfolio, value $499,531.
13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,353 sharesChange vs previous 13F +188 shares
0.01% of the 13F portfolio, value $480,247.
13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 5,165 sharesChange vs previous 13F +231 shares
0.01% of the 13F portfolio, value $509,532.
13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 4,934 sharesChange vs previous 13F -11,278 shares
0.02% of the 13F portfolio, value $514,987.
13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 16,212 sharesChange vs previous 13F +1,585 shares
0.08% of the 13F portfolio, value $2,191,713.
13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 14,627 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $2,279,867.
13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).