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AIMZ Investment Advisors, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1630365 LOS ALTOS, CA

Position in DLTR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$810,969
+$75,062 QoQ
Shares Held
6,705
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#406
of 858 holders
Holding Since
Mar 2020
25 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

AIMZ Investment Advisors, LLC holds $6,706,896 across 3 Discount Stores names. DLTR ranks #2 (12.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DLTR
Dollar Tree, Inc.
This page
6,705 $810,969

All Filings in DLTR

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $810,969 6,705
2026-03-31 $735,907 6,720
2025-12-31 $826,627 6,720
2025-09-30 $643,603 6,820
2025-06-30 $677,928 6,845
2025-03-31 $515,730 6,870
2024-12-31 $514,837 6,870
2024-09-30 $483,098 6,870
2024-06-30 $733,509 6,870
2024-03-31 $921,398 6,920
2023-12-31 $1,149,610 8,093
2023-09-30 $861,499 8,093
2023-06-30 $1,161,345 8,093
2023-03-31 $1,161,750 8,093
2022-12-31 $1,144,673 8,093
2022-09-30 $1,101,457 8,093
2022-06-30 $1,276,879 8,193
2022-03-31 $1,332,127 8,318
2021-12-31 $1,168,845 8,318
2021-09-30 $796,198 8,318
2021-03-31 $954,939 8,343
2020-12-31 $919,204 8,508
2020-09-30 $777,120 8,508
2020-06-30 $788,521 8,508
2020-03-31 $625,082 8,508