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Ascentis Wealth Management, LLC: TJX position timeline

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

Ascentis Wealth Management, LLC held 2,706 TJX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,706 shares
    Change vs previous 13F -22,525 shares

    0.06% of the 13F portfolio, value $410,054.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 41 shares
    • Ascentis Wealth Management, LLC: 2,665 shares

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

  2. period ended2026-03-31
    13F 25,231 shares
    Change vs previous 13F +10,405 shares

    0.22% of the 13F portfolio, value $4,029,769.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 23,331 shares
    • Ascentis Wealth Management, LLC: 1,900 shares

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

  3. period ended2025-12-31
    13F 14,826 shares
    Change vs previous 13F -2,167 shares

    0.22% of the 13F portfolio, value $2,277,557.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 13,189 shares
    • Ascentis Wealth Management, LLC: 1,637 shares

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

  4. period ended2025-09-30
    13F 16,993 shares
    Change vs previous 13F +8,197 shares

    0.23% of the 13F portfolio, value $2,456,296.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,995 shares
    • Ascentis Wealth Management, LLC: 998 shares

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

  5. period ended2025-06-30
    13F 8,796 shares
    Change vs previous 13F -309 shares

    0.11% of the 13F portfolio, value $1,087,567.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,957 shares
    • Ascentis Wealth Management, LLC: 839 shares

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

  6. period ended2025-03-31
    13F 9,105 shares
    Change vs previous 13F +904 shares

    0.13% of the 13F portfolio, value $1,110,260.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,870 shares
    • Ascentis Wealth Management, LLC: 1,235 shares

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

  7. period ended2024-12-31
    13F 8,201 shares
    Change vs previous 13F -1,894 shares

    0.12% of the 13F portfolio, value $990,788.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,129 shares
    • Ascentis Wealth Management, LLC: 72 shares

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

  8. period ended2024-09-30
    13F/A 10,095 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,186,528.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,010 shares
    • Ascentis Wealth Management, LLC: 85 shares

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