Position in DLTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,240,355
New position
Shares Held
20,458
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
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, 2026Summit Financial, LLC holds $58,832,794 across 5 Discount Stores names.
All Filings in DLTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,240,355 | 20,458 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||