Compound Planning, Inc.

Position in DLTR — Dollar Tree, Inc.

CIK 1978879 NEW YORK, NY

Position in DLTR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$501,216

+$159,874 QoQ

Shares Held

4,144

+32.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#471

of 858 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $23,195,682 across 5 Discount Stores names. DLTR ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	96,289	$10,905,691
2	COST	Costco Wholesale Corp /New	11,265	$10,538,068
3	TGT	Target Corp	6,159	$804,426
4	DLTR	Dollar Tree, Inc. This page	4,144	$501,216
5	DG	Dollar General Corp	3,877	$446,281

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,216	4,144	+32.9%	Shares	Sole	2026-08-04
2026-03-31	$341,342	3,117	+2.8%	Shares	Sole	2026-05-14
2025-12-31	$372,843	3,031	+30.3%	Shares	Defined	2026-02-19
2025-09-30	$219,598	2,327	-19.6%	Shares	Sole	2025-11-10
2024-06-30	$308,885	2,893	-6.8%	Shares	Sole	2024-07-26
2024-03-31	$413,164	3,103	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.