TFC Financial Management, Inc.

Position in DLTR — Dollar Tree, Inc.

CIK 1827844 BOSTON, MA

Position in DLTR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,088

+$322 QoQ

Shares Held

+28.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#820

of 858 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

TFC Financial Management, Inc. holds $2,249,210 across 6 Discount Stores names. DLTR ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	10,038	$1,136,903
2	COST	Costco Wholesale Corp /New	1,182	$1,105,725
3	TGT	Target Corp	37	$4,832
4	DLTR	Dollar Tree, Inc. This page	9	$1,088
5	DG	Dollar General Corp	5	$575
6	BJ	BJ's Wholesale Club Holdings, Inc.	1	$87

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088	9	+28.6%	Shares	Sole	2026-07-23
2026-03-31	$766	7	0.0%	Shares	Sole	2026-04-23
2025-12-31	$861	7	0.0%	Shares	Sole	2026-01-23
2025-09-30	$660	7	0.0%	Shares	Sole	2025-10-24
2025-06-30	$693	7	+75.0%	Shares	Sole	2025-07-29
2024-03-31	$532	4	+33.3%	Shares	Sole	2024-04-30
2023-12-31	$426	3	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.