EVERMAY WEALTH MANAGEMENT LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1066816 ARLINGTON, VA

Position in DLTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$133,649

+$12,641 QoQ

Shares Held

1,105

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#620

of 858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $2,590,678 across 5 Discount Stores names. DLTR ranks #3 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,849	$1,729,684
2	WMT	Walmart Inc.	5,412	$612,963
3	DLTR	Dollar Tree, Inc. This page	1,105	$133,649
4	TGT	Target Corp	770	$100,569
5	DG	Dollar General Corp	120	$13,813

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,649	1,105	0.0%	Shares	Sole	2026-07-27
2026-03-31	$121,008	1,105	0.0%	Shares	Sole	2026-05-12
2025-12-31	$135,926	1,105	0.0%	Shares	Sole	2026-01-22
2025-09-30	$104,278	1,105	0.0%	Shares	Sole	2025-11-05
2025-06-30	$109,439	1,105	-3.5%	Shares	Sole	2025-07-30
2025-03-31	$85,955	1,145	-19.4%	Shares	Sole	2025-05-07
2024-12-31	$106,414	1,420	-11.2%	Shares	Sole	2025-01-24
2024-09-30	$112,512	1,600	-5.3%	Shares	Sole	2024-10-25
2024-06-30	$180,441	1,690	-3.4%	Shares	Sole	2024-08-01
2024-03-31	$233,012	1,750	-0.2%	Shares	Sole	2024-05-14
2023-12-31	$249,013	1,753	-2.6%	Shares	Sole	2024-02-12
2023-09-30	$191,610	1,800	+3.4%	Shares	Sole	2023-11-14
2023-06-30	$249,690	1,740	0.0%	Shares	Sole	2023-08-10
2023-03-31	$249,777	1,740	0.0%	Shares	Sole	2023-05-15
2022-12-31	$246,105	1,740	0.0%	Shares	Sole	2023-01-19
2022-09-30	$236,814	1,740	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$272,737	1,750	-1.4%	Shares	Sole	2022-08-15
2022-03-31	$284,266	1,775	-5.3%	Shares	Sole	2022-05-16
2021-12-31	$263,475	1,875	-5.1%	Shares	Sole	2022-02-14
2021-09-30	$189,047	1,975	-36.8%	Shares	Sole	2021-11-12
2021-06-30	$310,937	3,125	-2.5%	Shares	Sole	2021-08-13
2021-03-31	$366,844	3,205	0.0%	Shares	Sole	2021-05-10
2020-12-31	$346,268	3,205	0.0%	Shares	Sole	2021-02-16
2020-09-30	$292,744	3,205	0.0%	Shares	Sole	2020-11-05
2020-06-30	$297,039	3,205	0.0%	Shares	Sole	2020-07-20
2020-03-31	$235,471	3,205	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.