Sound Income Strategies, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1730960 Ft Lauderdale, FL

Position in DLTR

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$3,613

-$446 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sound Income Strategies, LLC holds $4,087,386 across 2 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)	Open
1	WMT	Walmart Inc.	21,271	$2,409,153
2	COST	Costco Wholesale Corp /New	1,794	$1,678,233

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,613	33	0.0%	Shares	Sole	2026-04-27
2025-12-31	$4,059	33	+560.0%	Shares	Sole	2026-01-21
2025-09-30	$471	5	0.0%	Shares	Sole	2025-10-10
2025-06-30	$495	5	-93.7%	Shares	Sole	2025-07-17
2023-09-30	$8,409	79	+338.9%	Shares	Sole	2023-10-12
2022-06-30	$2,805	18	0.0%	Shares	Sole	2022-07-11
2022-03-31	$2,882	18	—	Shares	Sole	2022-04-11
No filing history on record for this holder in this stock.