Position in DLTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$227,990
+$21,564 QoQ
Shares Held
1,885
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 858 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $42,453,758 across 3 Discount Stores names. DLTR ranks #3 (0.5% of the industry book) .
All Filings in DLTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,990 | 1,885 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $206,426 | 1,885 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,643 | 1,875 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $215,675 | 2,020 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $268,963 | 2,020 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $286,941 | 2,020 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,029 | 2,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,870 | 2,020 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $289,971 | 2,020 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $285,708 | 2,020 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $274,922 | 2,020 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $314,817 | 2,020 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $323,503 | 2,020 | Shares | Sole | 2022-05-11 | |
| 2021-03-31 | $214,612 | 1,875 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $202,575 | 1,875 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||