Westside Investment Management, Inc.
Position in DLTR — Dollar Tree, Inc.
CIK 1538383
SANTA MONICA, CA
Position in DLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$25,883
+$2,448 QoQ
Shares Held
214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 862 holders
Holding Since
Mar 2020
26 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, 2026Westside Investment Management, Inc. holds $2,612,467 across 5 Discount Stores names. DLTR ranks #4 (1.0% of the industry book) .
All Filings in DLTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,883 | 214 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,435 | 214 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,324 | 214 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $24,913 | 264 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,974 | 131 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,753 | 50 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,747 | 50 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,516 | 50 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,338 | 50 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,657 | 50 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,102 | 50 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,322 | 50 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,175 | 50 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,177 | 50 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $7,072 | 50 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,805 | 50 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,792 | 50 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,007 | 50 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,026 | 50 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,786 | 50 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,975 | 50 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $5,723 | 50 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,402 | 50 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,567 | 50 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $4,634 | 50 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,673 | 50 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||