Annis Gardner Whiting Capital Advisors, LLC
Position in DLTR — Dollar Tree, Inc.
CIK 1998414
TAMPA, FL
Position in DLTR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$42,051
+$6,256 QoQ
Shares Held
384
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $2,889,369 across 4 Discount Stores names.
All Filings in DLTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,051 | 384 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $35,795 | 291 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,443 | 312 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,363 | 246 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,791 | 237 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $17,760 | 237 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,665 | 237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,731 | 241 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,754 | 246 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $35,086 | 247 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $25,654 | 241 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||