Wealthspire Advisors, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1646247 NEW YORK, NY

Position in DLTR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$265,848

+$2,039 QoQ

Shares Held

2,198

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#562

of 858 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $36,447,306 across 4 Discount Stores names. DLTR ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	159,109	$18,020,685
2	COST	Costco Wholesale Corp /New	18,580	$17,381,032
3	TGT	Target Corp	5,970	$779,741
4	DLTR	Dollar Tree, Inc. This page	2,198	$265,848

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,848	2,198	-8.8%	Shares	Sole	2026-08-11
2026-03-31	$263,809	2,409	-40.5%	Shares	Sole	2026-05-01
2025-12-31	$497,944	4,048	+65.0%	Shares	Sole	2026-02-13
2025-09-30	$231,489	2,453	-7.5%	Shares	Sole	2025-11-14
2025-06-30	$262,555	2,651	+87.6%	Shares	Sole	2025-08-11
2023-06-30	$202,765	1,413	-0.8%	Shares	Sole	2023-08-01
2023-03-31	$204,415	1,424	-30.6%	Shares	Sole	2023-05-09
2022-12-31	$290,376	2,053	+24.4%	Shares	Sole	2023-02-14
2022-09-30	$224,565	1,650	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$257,620	1,653	-47.7%	Shares	Sole	2022-08-09
2021-09-30	$302,379	3,159	+25.6%	Shares	Sole	2021-11-15
2021-03-31	$287,866	2,515	-18.4%	Shares	Sole	2021-05-17
2020-03-31	$226,361	3,081	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.