Institute for Wealth Management, LLC.

Position in DLTR — Dollar Tree, Inc.

CIK 1533954 DENVER, CO

Position in DLTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$221,096

+$20,912 QoQ

Shares Held

1,828

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#591

of 858 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $11,049,696 across 6 Discount Stores names. DLTR ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	8,589	$8,034,751
2	WMT	Walmart Inc.	18,826	$2,132,232
3	TGT	Target Corp	1,894	$247,375
4	DG	Dollar General Corp	2,034	$234,133
5	DLTR	Dollar Tree, Inc. This page	1,828	$221,096
6	BJ	BJ's Wholesale Club Holdings, Inc.	2,065	$180,109

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,096	1,828	0.0%	Shares	Sole	2026-07-28
2026-03-31	$200,184	1,828	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$225,231	1,831	-7.9%	Shares	Sole	2026-01-27
2024-06-30	$212,151	1,987	+0.2%	Shares	Sole	2024-07-25
2024-03-31	$264,169	1,984	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$281,116	1,979	0.0%	Shares	Sole	2024-01-31
2023-09-30	$210,664	1,979	-2.2%	Shares	Sole	2023-10-13
2023-06-30	$290,300	2,023	0.0%	Shares	Sole	2023-07-25
2023-03-31	$290,401	2,023	-0.3%	Shares	Sole	2023-04-20
2022-12-31	$287,123	2,030	-1.6%	Shares	Sole	2023-02-02
2022-09-30	$280,774	2,063	0.0%	Shares	Sole	2022-10-18
2022-06-30	$321,518	2,063	-1.3%	Shares	Sole	2022-07-25
2022-03-31	$334,713	2,090	-1.1%	Shares	Sole	2022-04-29
2021-12-31	$297,059	2,114	+2.5%	Shares	Sole	2022-01-21
2021-06-30	$205,268	2,063	0.0%	Shares	Sole	2021-07-21
2021-03-31	$236,130	2,063	-0.2%	Shares	Sole	2021-05-04
2020-12-31	$223,426	2,068	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.