Soltis Investment Advisors LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1802530 ST. GEORGE, UT

Position in DLTR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$232,224

-$140,351 QoQ

Shares Held

1,920

-45.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#582

of 858 holders

Holding Since

Sep 2023

2 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $11,999,397 across 5 Discount Stores names. DLTR ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	50,617	$5,732,881
2	COST	Costco Wholesale Corp /New	5,709	$5,340,598
3	TGT	Target Corp	3,404	$444,596
4	DG	Dollar General Corp	2,164	$249,098
5	DLTR	Dollar Tree, Inc. This page	1,920	$232,224

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,224	1,920	-45.1%	Shares	Sole	2026-07-31
2023-09-30	$372,575	3,500	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.