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HOEY INVESTMENTS, INC

Position in DLTR — Dollar Tree, Inc.

CIK 1799544 COATESVILLE, PA

Position in DLTR

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,386
+$320 QoQ
Shares Held
28
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#783
of 858 holders
Holding Since
Mar 2023
14 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, 2026

HOEY INVESTMENTS, INC holds $4,648,711 across 4 Discount Stores names. DLTR ranks #3 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DLTR
Dollar Tree, Inc.
This page
28 $3,386

All Filings in DLTR

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,386 28
2026-03-31 $3,066 28
2025-12-31 $3,444 28
2025-09-30 $2,642 28
2025-06-30 $2,773 28
2025-03-31 $2,101 28
2024-12-31 $2,098 28
2024-09-30 $1,968 28
2024-06-30 $2,989 28
2024-03-31 $3,728 28
2023-12-31 $3,977 28
2023-09-30 $2,980 28
2023-06-30 $4,018 28
2023-03-31 $4,019 28