Skip to main content

Fortis Group Advisors, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1815183 WESTWOOD, NJ

Position in DLTR

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,451
+$137 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#806
of 858 holders
Holding Since
Sep 2020
13 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

Fortis Group Advisors, LLC holds $3,498,617 across 6 Discount Stores names. DLTR ranks #6 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 DLTR
Dollar Tree, Inc.
This page
12 $1,451

All Filings in DLTR

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,451 12
2026-03-31 $1,314 12
2025-12-31 $1,476 12
2025-09-30 $1,132 12
2025-06-30 $268,893 2,715
2025-03-31 $900 12
2024-12-31 $899 12
2024-09-30 $843 12
2024-06-30 $1,281 12
2024-03-31 $1,597 12
2023-12-31 $3,408 24
2023-09-30 $1,277 12
2020-09-30 $1,150,427 12,595