Position in DLTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,207
+$1,533 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#708
of 858 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $44,517,859 across 6 Discount Stores names. DLTR ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,995 | $28,059,422 | |
| 2 | WMT |
Walmart Inc.
|
141,149 | $15,986,534 | |
| 3 | TGT |
Target Corp
|
1,940 | $253,383 | |
| 4 | DG |
Dollar General Corp
|
1,628 | $187,399 | |
| 5 | DLTR |
Dollar Tree, Inc.
This page
|
134 | $16,207 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
171 | $14,914 |
All Filings in DLTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,207 | 134 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,674 | 134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,638 | 119 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,437 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,328 | 74 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,080 | 81 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,742 | 130 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,415 | 205 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $30,963 | 290 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $125,294 | 941 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $150,857 | 1,062 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $105,491 | 991 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $25,256 | 176 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,403 | 170 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,459 | 180 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $24,225 | 178 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $216,319 | 1,388 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $144,935 | 905 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $940,359 | 6,692 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $386,804 | 4,041 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $406,855 | 4,089 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $834,985 | 7,295 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||