Key Financial Inc

Position in DLTR — Dollar Tree, Inc.

CIK 1801720 WEST CHESTER, PA

Position in DLTR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$26,488

+$2,506 QoQ

Shares Held

219

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#681

of 858 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Key Financial Inc holds $1,600,877 across 5 Discount Stores names. DLTR ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	969	$906,470
2	WMT	Walmart Inc.	5,365	$607,639
3	DG	Dollar General Corp	282	$32,461
4	TGT	Target Corp	213	$27,819
5	DLTR	Dollar Tree, Inc. This page	219	$26,488

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,488	219	0.0%	Shares	Sole	2026-07-24
2026-03-31	$23,982	219	0.0%	Shares	Sole	2026-04-24
2025-12-31	$26,939	219	0.0%	Shares	Sole	2026-02-09
2025-09-30	$20,667	219	0.0%	Shares	Sole	2025-11-05
2025-06-30	$21,689	219	0.0%	Shares	Sole	2025-08-05
2025-03-31	$16,440	219	0.0%	Shares	Sole	2025-05-01
2024-12-31	$16,411	219	-76.8%	Shares	Sole	2025-01-31
2024-09-30	$66,311	943	0.0%	Shares	Sole	2024-10-29
2024-06-30	$100,684	943	0.0%	Shares	Sole	2024-07-30
2024-03-31	$125,560	943	0.0%	Shares	Sole	2024-05-13
2023-12-31	$133,953	943	0.0%	Shares	Sole	2024-01-31
2023-09-30	$100,382	943	-4.4%	Shares	Sole	2023-11-01
2023-06-30	$141,491	986	+7.2%	Shares	Sole	2023-07-28
2023-03-31	$132,066	920	0.0%	Shares	Sole	2023-05-02
2022-12-31	$130,124	920	0.0%	Shares	Sole	2023-01-26
2022-09-30	$125,212	920	0.0%	Shares	Sole	2022-10-28
2022-06-30	$143,382	920	0.0%	Shares	Sole	2022-07-26
2022-03-31	$147,338	920	0.0%	Shares	Sole	2022-04-27
2021-12-31	$129,278	920	0.0%	Shares	Sole	2022-01-19
2021-09-30	$88,062	920	0.0%	Shares	Sole	2021-11-01
2021-06-30	$91,540	920	+320.1%	Shares	Sole	2021-08-02
2021-03-31	$25,066	219	0.0%	Shares	Sole	2021-04-30
2020-12-31	$23,660	219	0.0%	Shares	Sole	2021-01-29
2020-03-31	$16,089	219	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.