Evergreen Private Wealth LLC TGT TARGET CORP

Ownership history in Evergreen Private Wealth LLC  ·  9 quarters on record

AI Ownership Summary

Evergreen Private Wealth LLC reported TARGET CORP (TGT) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.77% in 2026 Q1. The latest visible filing shows TGT at 1.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evergreen Private Wealth LLC's position in TARGET CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TGT was reported at 1.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evergreen Private Wealth LLC held TGT — position size vs. price
% of Fund (quarterly)    TGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 36,229 -297 -0.8% 1.77% $4.4M 2026-04-29 $127.87
2025 Q4 ADDED 36,526 +5,695 +18.5% 1.41% $3.6M 2026-01-28 $100.72
2025 Q3 REDUCED 30,831 -19 -0.1% 1.12% $2.8M 2025-10-24 $92.15
2025 Q2 ADDED 30,850 +29,442 +2091.1% 1.28% $3.0M 2025-07-16 $98.01
2025 Q1 ADDED 1,408 +1 +0.1% 0.07% $147K 2025-05-02 $93.10
2024 Q4 ADDED 1,407 +4 +0.3% 0.09% $190K 2025-02-07 $124.53
2024 Q3 ADDED 1,403 +1,377 +5296.2% 0.10% $219K 2024-11-01 $141.99
2024 Q1 REDUCED 25.7% -17.2% 26 -9 -25.7% 0.00% $5K 2024-04-17 $152.56
2023 Q4 INITIATED 35 0.00% $5K 2024-02-08 $135.72

FAQ About Evergreen Private Wealth LLC and TGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evergreen Private Wealth LLC reported owning TGT?

Evergreen Private Wealth LLC reported TGT across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TGT position in Evergreen Private Wealth LLC's portfolio?

The largest reported portfolio weight for TGT was 1.77% in 2026 Q1.

What is the latest reported TGT position on this page?

The most recent filing on this page is 2026 Q1, when Evergreen Private Wealth LLC reported 36,229 shares, equal to 1.77% of portfolio, with an estimated market value of $4.4M.

What does the chart on this TGT ownership page compare?

The chart compares Evergreen Private Wealth LLC's quarterly TGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evergreen Private Wealth LLC time their TGT position?

Based on 13F filing dates vs. subsequent TGT price moves, Evergreen Private Wealth LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on TGT relative to SPY over the holding period was -18.1%.

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