Position in DLTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$26,125
+$14,079 QoQ
Shares Held
216
+96.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 858 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $5,949,784 across 6 Discount Stores names. DLTR ranks #5 (0.4% of the industry book) .
All Filings in DLTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,125 | 216 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $12,046 | 110 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,888 | 56 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,284 | 56 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,546 | 56 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $4,196 | 56 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||