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STRATEGY ASSET MANAGERS LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1166716 PASADENA, CA

Position in DLTR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$630,996
+$34,167 QoQ
Shares Held
5,217
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#434
of 858 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DLTR Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

STRATEGY ASSET MANAGERS LLC holds $13,925,354 across 4 Discount Stores names. DLTR ranks #3 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DLTR
Dollar Tree, Inc.
This page
5,217 $630,996

All Filings in DLTR

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $630,996 5,217
2026-03-31 $596,829 5,450
2024-06-30 $549,438 5,146
2023-06-30 $738,451 5,146
2023-03-31 $692,054 4,821