Cornerstone Wealth Group, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1774879 HUNTERSVILLE, NC

Position in DLTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$229,925

-$1,077,767 QoQ

Shares Held

1,901

-89.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#584

of 858 holders

Holding Since

Mar 2020

2 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $15,560,107 across 4 Discount Stores names. DLTR ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	84,213	$9,693,758
2	WMT	Walmart Inc.	32,916	$3,728,066
3	COST	Costco Wholesale Corp /New	2,040	$1,908,358
4	DLTR	Dollar Tree, Inc. This page	1,901	$229,925

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,925	1,901	-89.3%	Shares	Sole	2026-07-27
2020-03-31	$1,307,692	17,799	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.