Atlantic Edge Private Wealth Management, LLC
Position in DLTR — Dollar Tree, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in DLTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,419
+$229 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#795
of 858 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $487,684 across 5 Discount Stores names. DLTR ranks #5 (0.5% of the industry book) .
All Filings in DLTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,419 | 20 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,190 | 20 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,460 | 20 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,887 | 20 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,980 | 20 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,501 | 20 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,498 | 20 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,406 | 20 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,135 | 20 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,663 | 20 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,523 | 60 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||