Nicholas Wealth, LLC.

Position in DLTR — Dollar Tree, Inc.

CIK 1911391 MARIETTA, GA

Position in DLTR

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

Position Value

$1,326,216

+$202,972 QoQ

Shares Held

10,965

+6.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#347

of 858 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Nicholas Wealth, LLC. holds $4,240,321 across 3 Discount Stores names. DLTR ranks #3 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,670	$1,562,234
2	WMT	Walmart Inc.	11,936	$1,351,871
3	DLTR	Dollar Tree, Inc. This page	10,965	$1,326,216

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,326,216	10,965	+6.9%	Shares	Sole	2026-07-24
2026-03-31	$1,123,244	10,257	-7.7%	Shares	Sole	2026-04-22
2025-12-31	$1,367,625	11,118	+10.1%	Shares	Sole	2026-02-17
2025-09-30	$953,137	10,100	+12.9%	Shares	Sole	2026-02-17
2025-06-30	$885,714	8,943	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.