Independent Advisor Alliance

Position in DLTR — Dollar Tree, Inc.

CIK 1696899 CHARLOTTE, NC

Position in DLTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$440,983

+$37,659 QoQ

Shares Held

3,646

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#494

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

Independent Advisor Alliance holds $61,896,983 across 5 Discount Stores names. DLTR ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	281,716	$31,907,153
2	COST	Costco Wholesale Corp /New	24,635	$23,045,302
3	TGT	Target Corp	46,308	$6,048,286
4	DG	Dollar General Corp	3,955	$455,259
5	DLTR	Dollar Tree, Inc. This page	3,646	$440,983

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,983	3,646	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$403,324	3,683	-4.8%	Shares	Sole	2026-05-12
2025-12-31	$475,679	3,867	+4.4%	Shares	Sole	2026-02-04
2025-09-30	$349,640	3,705	+9.4%	Shares	Sole	2025-11-04
2025-06-30	$335,448	3,387	-2.6%	Shares	Sole	2025-08-11
2025-03-31	$261,168	3,479	-3.0%	Shares	Sole	2025-05-12
2024-12-31	$268,734	3,586	-25.4%	Shares	Sole	2025-02-07
2024-09-30	$338,027	4,807	-15.5%	Shares	Sole	2024-11-13
2024-06-30	$607,627	5,691	+22.0%	Shares	Sole	2024-08-12
2024-03-31	$621,011	4,664	-6.8%	Shares	Sole	2024-05-08
2023-12-31	$710,960	5,005	-56.3%	Shares	Sole	2024-02-08
2023-09-30	$1,218,745	11,449	-15.6%	Shares	Sole	2023-10-24
2023-06-30	$1,946,577	13,565	-2.1%	Shares	Sole	2023-07-28
2023-03-31	$1,989,171	13,857	-4.8%	Shares	Sole	2023-05-12
2022-12-31	$2,058,658	14,555	-8.1%	Shares	Sole	2023-02-13
2022-09-30	$2,155,279	15,836	+46.2%	Shares	Sole	2022-11-04
2022-06-30	$1,688,634	10,835	+14.3%	Shares	Sole	2022-08-04
2022-03-31	$1,518,061	9,479	-0.4%	Shares	Sole	2022-05-06
2021-12-31	$1,337,188	9,516	-20.1%	Shares	Sole	2022-02-11
2021-09-30	$1,140,408	11,914	+25.2%	Shares	Sole	2021-11-01
2021-06-30	$946,842	9,516	-3.2%	Shares	Sole	2021-08-12
2021-03-31	$1,124,912	9,828	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$1,059,332	9,805	+55.0%	Shares	Sole	2021-02-11
2020-09-30	$577,725	6,325	-4.2%	Shares	Sole	2020-11-04
2020-06-30	$611,688	6,600	-26.6%	Shares	Sole	2020-08-06
2020-03-31	$660,642	8,992	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.