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NorthRock Partners, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1632097 MINNEAPOLIS, MN

Position in DLTR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,732,366
+$163,307 QoQ
Shares Held
14,323
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#323
of 858 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DLTR Over Time

Shares Held

Position Value (USD)

Derivatives in DLTR

reported options exposure · as of Dec 31, 2025
CallValue
$12,301
CallShares
100
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

NorthRock Partners, LLC holds $19,451,923 across 5 Discount Stores names. DLTR ranks #4 (8.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 DLTR
Dollar Tree, Inc.
This page
14,323 $1,732,366

All Filings in DLTR

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,732,366 14,323
2026-03-31 $1,569,059 14,328
2025-12-31 $1,762,610 14,329
2025-12-31 $12,301 100
2025-09-30 $1,719,043 18,216
2025-06-30 $467,171 4,717
2025-03-31 $248,031 3,304
2024-12-31 $384,741 5,134
2024-06-30 $251,123 2,352
2024-03-31 $336,736 2,529
2023-12-31 $228,132 1,606