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Disclosery

Concord Wealth Partners: TJX position timeline

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

Concord Wealth Partners held 29,994 TJX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,994 shares
    Change vs previous 13F -444 shares

    0.3% of the 13F portfolio, value $4,544,097.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 15,932 shares
    • Concord Asset Management, LLC/VA: 14,062 shares

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

  2. period ended2026-03-31
    13F 30,438 shares
    Change vs previous 13F +996 shares

    0.36% of the 13F portfolio, value $4,860,883.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 15,413 shares
    • Concord Asset Management, LLC/VA: 15,025 shares

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

  3. period ended2025-12-31
    13F 29,442 shares
    Change vs previous 13F +763 shares

    0.34% of the 13F portfolio, value $4,522,563.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,931 shares
    • Concord Asset Management, LLC/VA: 14,511 shares

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

  4. period ended2025-09-30
    13F 28,679 shares
    Change vs previous 13F -455 shares

    0.33% of the 13F portfolio, value $4,145,233.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,350 shares
    • Concord Asset Management, LLC/VA: 14,329 shares

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

  5. period ended2025-06-30
    13F 29,134 shares
    Change vs previous 13F +2,386 shares

    0.27% of the 13F portfolio, value $3,597,738.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,567 shares
    • Concord Asset Management, LLC/VA: 14,567 shares

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

  6. period ended2025-03-31
    13F 26,748 shares
    Change vs previous 13F -2,549 shares

    0.31% of the 13F portfolio, value $3,303,157.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,526 shares
    • Concord Asset Management, LLC/VA: 12,222 shares

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

  7. period ended2024-12-31
    13F 29,297 shares
    Change vs previous 13F +13,406 shares

    0.33% of the 13F portfolio, value $3,539,443.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,663 shares
    • Concord Asset Management, LLC/VA: 14,634 shares

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

  8. period ended2024-09-30
    13F 15,891 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,867,794.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,867 shares
    • Concord Asset Management, LLC/VA: 8,024 shares

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