Plante Moran Financial Advisors, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1424717 SOUTHFIELD, MI

Position in DLTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$120

-$249 QoQ

Shares Held

-66.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#854

of 858 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Plante Moran Financial Advisors, LLC holds $1,737,144 across 6 Discount Stores names. DLTR ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,392	$1,302,174
2	WMT	Walmart Inc.	3,711	$420,307
3	TGT	Target Corp	103	$13,452
4	PSMT	Pricesmart Inc	5	$976
5	DLTR	Dollar Tree, Inc. This page	1	$120
6	DG	Dollar General Corp	1	$115

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120	1	-66.7%	Shares	Sole	2026-08-06
2025-12-31	$369	3	-98.9%	Shares	Sole	2026-02-05
2023-12-31	$38,779	273	+26.4%	Shares	Sole	2024-02-05
2023-09-30	$22,993	216	0.0%	Shares	Sole	2023-11-07
2023-06-30	$30,996	216	0.0%	Shares	Sole	2023-08-07
2023-03-31	$31,006	216	0.0%	Shares	Sole	2023-05-08
2022-12-31	$30,551	216	-30.3%	Shares	Sole	2023-02-09
2022-09-30	$42,191	310	-12.4%	Shares	Sole	2022-11-02
2022-06-30	$55,170	354	+276.6%	Shares	Sole	2022-08-02
2022-03-31	$15,054	94	-26.0%	Shares	Sole	2022-05-06
2021-12-31	$17,846	127	-59.0%	Shares	Sole	2022-02-09
2021-06-30	$30,845	310	0.0%	Shares	Sole	2021-08-10
2021-03-31	$35,482	310	0.0%	Shares	Sole	2021-05-13
2020-12-31	$33,492	310	0.0%	Shares	Sole	2021-02-09
2020-09-30	$28,315	310	0.0%	Shares	Sole	2020-11-12
2020-06-30	$28,730	310	0.0%	Shares	Sole	2020-08-10
2020-03-31	$22,775	310	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.