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Modern Wealth Management, LLC: TJX position timeline

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

Modern Wealth Management, LLC held 15,853 TJX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,853 shares
    Change vs previous 13F +3,178 shares

    0.03% of the 13F portfolio, value $2,401,625.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 12,675 shares
    Change vs previous 13F +708 shares

    0.04% of the 13F portfolio, value $2,053,579.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 11,967 shares
    Change vs previous 13F +458 shares

    0.03% of the 13F portfolio, value $1,838,322.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 11,509 shares
    Change vs previous 13F -360 shares

    0.03% of the 13F portfolio, value $1,663,435.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 11,869 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $1,465,624.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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 10,869 shares
    Change vs previous 13F +1,718 shares

    0.04% of the 13F portfolio, value $1,323,765.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 9,151 shares
    Change vs previous 13F +1,605 shares

    0.04% of the 13F portfolio, value $1,105,437.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 7,546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $886,872.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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