Strategic Wealth Partners, Ltd.

Position in DLTR — Dollar Tree, Inc.

CIK 1720777 INDEPENDENCE, OH

Position in DLTR

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

Position Value

$1,088

-$142 QoQ

Shares Held

-10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#817

of 858 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $16,751,575 across 5 Discount Stores names. DLTR ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	126,145	$14,287,182
2	COST	Costco Wholesale Corp /New	1,864	$1,743,716
3	TGT	Target Corp	2,921	$381,511
4	DG	Dollar General Corp	2,937	$338,078
5	DLTR	Dollar Tree, Inc. This page	9	$1,088

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088	9	-10.0%	Shares	Sole	2026-08-12
2025-12-31	$1,230	10	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.