MorganRosel Wealth Management, LLC
Position in DLTR — Dollar Tree, Inc.
CIK 1753218
HIGHLANDS RANCH, CO
Position in DLTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$704,149
New position
Shares Held
6,430
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MorganRosel Wealth Management, LLC holds $855,019 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
914 | $855,019 |
All Filings in DLTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $704,149 | 6,430 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||