IMG Wealth Management, Inc.

Position in DLTR — Dollar Tree, Inc.

CIK 2032103 JACKSONVILLE, FL

Position in DLTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,781

+$1,577 QoQ

Shares Held

+109.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#793

of 858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $526,751 across 4 Discount Stores names. DLTR ranks #3 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	299	$279,705
2	WMT	Walmart Inc.	2,144	$242,829
3	DLTR	Dollar Tree, Inc. This page	23	$2,781
4	TGT	Target Corp	11	$1,436

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,781	23	+109.1%	Shares	Sole	2026-08-07
2026-03-31	$1,204	11	+10.0%	Shares	Sole	2026-05-15
2025-12-31	$1,230	10	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.