Fortitude Family Office, LLC
Family OfficePosition in DLTR — Dollar Tree, Inc.
CIK 1950506
SCOTTSDALE, AZ
Position in DLTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$39,187
+$19,914 QoQ
Shares Held
324
+84.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#668
of 858 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Fortitude Family Office, LLC holds $1,768,545 across 8 Discount Stores names. DLTR ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,390 | $1,300,303 | |
| 2 | WMT |
Walmart Inc.
|
2,930 | $331,851 | |
| 3 | TGT |
Target Corp
|
469 | $61,256 | |
| 4 | DLTR |
Dollar Tree, Inc.
This page
|
324 | $39,187 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
210 | $18,316 | |
| 6 | DG |
Dollar General Corp
|
99 | $11,395 | |
| 7 | PSMT |
Pricesmart Inc
|
28 | $5,469 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
10 | $768 |
All Filings in DLTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,187 | 324 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,273 | 176 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $17,836 | 145 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,003 | 106 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $8,517 | 86 | Shares | Sole | 2025-07-15 | |
| 2024-06-30 | $3,523 | 33 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,393 | 33 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,687 | 33 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||