ELEVATION WEALTH PARTNERS, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in DLTR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$46,323

+$44,243 QoQ

Shares Held

383

+1915.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#660

of 858 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,193,254 across 6 Discount Stores names. DLTR ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	829	$775,504
2	TGT	Target Corp	1,858	$242,673
3	WMT	Walmart Inc.	1,090	$123,453
4	DLTR	Dollar Tree, Inc. This page	383	$46,323
5	DG	Dollar General Corp	40	$4,604
6	BJ	BJ's Wholesale Club Holdings, Inc.	8	$697

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,323	383	+1915.8%	Shares	Sole	2026-07-08
2026-03-31	$2,080	19	+26.7%	Shares	Sole	2026-04-14
2025-09-30	$1,415	15	—	Shares	Sole	2025-10-14
No filing history on record for this holder in this stock.