West Branch Capital LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1738723 AMHERST, MA

Position in DLTR

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,563

+$526 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#760

of 858 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

West Branch Capital LLC holds $12,778,168 across 4 Discount Stores names. DLTR ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	76,825	$8,701,199
2	COST	Costco Wholesale Corp /New	4,329	$4,049,649
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	283	$21,757
4	DLTR	Dollar Tree, Inc. This page	46	$5,563

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,563	46	0.0%	Shares	Sole	2026-07-10
2026-03-31	$5,037	46	0.0%	Shares	Sole	2026-04-14
2025-12-31	$5,658	46	0.0%	Shares	Sole	2026-01-16
2025-09-30	$4,341	46	0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,555	46	—	Shares	Sole	2025-07-16
No filing history on record for this holder in this stock.