HHM Wealth Advisors, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1750086 CHATTANOOGA, TN

Position in DLTR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$64,345

+$6,086 QoQ

Shares Held

532

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#648

of 858 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $2,689,664 across 6 Discount Stores names. DLTR ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	17,218	$1,950,110
2	COST	Costco Wholesale Corp /New	423	$395,703
3	TGT	Target Corp	1,581	$206,494
4	BJ	BJ's Wholesale Club Holdings, Inc.	750	$65,415
5	DLTR	Dollar Tree, Inc. This page	532	$64,345
6	DG	Dollar General Corp	66	$7,597

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,345	532	0.0%	Shares	Sole	2026-07-13
2026-03-31	$58,259	532	0.0%	Shares	Sole	2026-04-17
2025-12-31	$65,441	532	-33.5%	Shares	Sole	2026-01-22
2025-09-30	$75,496	800	0.0%	Shares	Sole	2025-10-29
2025-06-30	$79,232	800	0.0%	Shares	Sole	2025-08-11
2025-03-31	$60,056	800	-1.5%	Shares	Sole	2025-05-08
2024-12-31	$60,851	812	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.