Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in DLTR — Dollar Tree, Inc.

CIK 1510434 Seattle, WA

Back to DLTR Full portfolio

Position in DLTR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$592,654

+$225,359 QoQ

Shares Held

4,900

+46.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#446

of 858 holders

Holding Since

Jun 2020

12 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

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $43,959,792 across 6 Discount Stores names. DLTR ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	23,649	$22,122,929
2	WMT	Walmart Inc.	177,246	$20,074,881
3	TGT	Target Corp	4,833	$631,237
4	DLTR	Dollar Tree, Inc. This page	4,900	$592,654
5	DG	Dollar General Corp	2,478	$285,241
6	BJ	BJ's Wholesale Club Holdings, Inc.	2,899	$252,850

All Filings in DLTR

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,654	4,900	+46.1%	Shares	Other	2026-07-15
2026-03-31	$367,295	3,354	+82.2%	Shares	Sole	2026-05-04
2025-12-31	$226,460	1,841	-9.4%	Shares	Other	2026-01-16
2022-12-31	$287,547	2,033	-10.2%	Shares	Sole	2023-02-08
2022-09-30	$308,266	2,265	+6.9%	Shares	Sole	2022-11-03
2022-06-30	$330,246	2,119	-21.0%	Shares	Sole	2022-08-02
2022-03-31	$429,362	2,681	-41.8%	Shares	Sole	2022-05-13
2021-12-31	$646,813	4,603	-13.3%	Shares	Sole	2022-02-14
2021-09-30	$508,177	5,309	+72.0%	Shares	Sole	2021-11-02
2020-12-31	$333,411	3,086	+17.9%	Shares	Sole	2021-02-12
2020-09-30	$239,128	2,618	+0.9%	Shares	Sole	2020-11-12
2020-06-30	$240,504	2,595	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.