Heritage Wealth Advisors

Position in DLTR — Dollar Tree, Inc.

CIK 1591122 RICHMOND, VA

Position in DLTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,142

+$1,716 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#701

of 858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $44,624,747 across 5 Discount Stores names. DLTR ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	375,055	$42,478,729
2	COST	Costco Wholesale Corp /New	2,244	$2,099,194
3	DLTR	Dollar Tree, Inc. This page	150	$18,142
4	TGT	Target Corp	135	$17,632
5	DG	Dollar General Corp	96	$11,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,142	150	0.0%	Shares	Sole	2026-08-14
2026-03-31	$16,426	150	0.0%	Shares	Sole	2026-05-14
2025-12-31	$18,451	150	0.0%	Shares	Sole	2026-02-13
2025-09-30	$14,155	150	0.0%	Shares	Sole	2025-11-13
2025-06-30	$14,856	150	0.0%	Shares	Sole	2025-08-11
2025-03-31	$11,260	150	0.0%	Shares	Sole	2025-05-08
2024-12-31	$11,241	150	-57.1%	Shares	Sole	2025-02-12
2024-09-30	$24,612	350	0.0%	Shares	Sole	2024-11-12
2024-06-30	$37,369	350	0.0%	Shares	Sole	2024-12-12
2024-03-31	$46,602	350	0.0%	Shares	Sole	2024-12-12
2023-12-31	$49,717	350	0.0%	Shares	Sole	2024-12-12
2023-09-30	$37,257	350	0.0%	Shares	Sole	2024-12-12
2023-06-30	$50,225	350	-7.2%	Shares	Sole	2024-12-12
2023-03-31	$54,118	377	-13.1%	Shares	Sole	2023-05-04
2022-12-31	$61,384	434	0.0%	Shares	Sole	2024-12-12
2022-09-30	$59,067	434	0.0%	Shares	Sole	2024-12-12
2022-06-30	$67,638	434	0.0%	Shares	Sole	2022-08-04
2022-03-31	$69,505	434	0.0%	Shares	Sole	2022-05-11
2021-12-31	$60,985	434	+85.5%	Shares	Sole	2022-03-28
2021-09-30	$22,398	234	0.0%	Shares	Sole	2021-11-02
2021-06-30	$23,283	234	0.0%	Shares	Sole	2021-08-09
2021-03-31	$26,783	234	0.0%	Shares	Sole	2021-04-27
2020-12-31	$25,281	234	-26.4%	Shares	Sole	2021-02-01
2020-09-30	$29,046	318	0.0%	Shares	Sole	2020-11-03
2020-06-30	$29,472	318	0.0%	Shares	Sole	2020-07-17
2020-03-31	$23,363	318	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.