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BSW Wealth Partners

Position in DLTR — Dollar Tree, Inc.

CIK 1512601 BOULDER, CO

Position in DLTR

as of Mar 31, 2026 · filed Apr 14, 2026
Position Value
$207,959
-$12,966 QoQ
Shares Held
1,899
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 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, 2026

BSW Wealth Partners holds $2,529,176 across 2 Discount Stores names.

# Ticker Company Shares Value (USD) Open

All Filings in DLTR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $207,959 1,899
2025-12-31 $220,925 1,796