Position in DLTR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$12,095
+$1,144 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#730
of 858 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,120,607 across 5 Discount Stores names. DLTR ranks #2 (1.1% of the industry book) .
All Filings in DLTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,095 | 100 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,951 | 100 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $12,301 | 100 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $9,437 | 100 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,904 | 100 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $7,507 | 100 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,494 | 100 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $7,032 | 100 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,338 | 50 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,657 | 50 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $7,102 | 50 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||