Crewe Advisors LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in DLTR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$24,673

+$13,832 QoQ

Shares Held

204

+106.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 858 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crewe Advisors LLC holds $3,022,567 across 6 Discount Stores names. DLTR ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,888	$1,766,167
2	WMT	Walmart Inc.	9,724	$1,101,340
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	1,504	$115,627
4	DLTR	Dollar Tree, Inc. This page	204	$24,673
5	TGT	Target Corp	76	$9,926
6	DG	Dollar General Corp	42	$4,834

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,673	204	+106.1%	Shares	Sole	2026-07-24
2026-03-31	$10,841	99	0.0%	Shares	Sole	2026-05-07
2025-12-31	$12,177	99	0.0%	Shares	Sole	2026-01-16
2025-09-30	$9,342	99	-2.9%	Shares	Sole	2025-11-13
2025-03-31	$7,657	102	+30.8%	Shares	Sole	2025-04-23
2024-12-31	$5,845	78	-75.3%	Shares	Sole	2025-01-27
2024-09-30	$22,221	316	-65.1%	Shares	Sole	2024-11-12
2024-06-30	$96,733	906	-9.7%	Shares	Sole	2024-07-29
2024-03-31	$133,549	1,003	-47.3%	Shares	Sole	2024-05-14
2023-06-30	$273,224	1,904	+11.1%	Shares	Sole	2023-07-28
2023-03-31	$246,044	1,714	-7.8%	Shares	Sole	2023-05-12
2022-12-31	$262,936	1,859	-2.4%	Shares	Sole	2023-02-08
2022-09-30	$259,134	1,904	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$294,400	1,889	+15.6%	Shares	Sole	2022-08-02
2022-03-31	$261,685	1,634	+90.2%	Shares	Sole	2022-04-27
2021-12-31	$120,706	859	+81.2%	Shares	Sole	2022-02-10
2021-09-30	$45,371	474	0.0%	Shares	Sole	2021-10-29
2021-06-30	$47,163	474	-14.3%	Shares	Sole	2021-08-11
2021-03-31	$63,296	553	+2.6%	Shares	Sole	2021-04-21
2020-12-31	$58,233	539	+5.9%	Shares	Sole	2021-01-27
2020-09-30	$46,492	509	0.0%	Shares	Sole	2020-10-13
2020-06-30	$47,174	509	+7.4%	Shares	Sole	2020-07-24
2020-03-31	$34,824	474	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.