BCS Private Wealth Management, Inc.

Position in DLTR — Dollar Tree, Inc.

CIK 2044001 RUMSON, NJ

Position in DLTR

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$213,544

-$26,325 QoQ

Shares Held

1,950

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BCS Private Wealth Management, Inc. holds $938,937 across 2 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)	Open
1	COST	Costco Wholesale Corp /New	593	$554,733
2	BJ	BJ's Wholesale Club Holdings, Inc.	4,405	$384,204

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$213,544	1,950	0.0%	Shares	Sole	2026-04-21
2025-12-31	$239,869	1,950	-26.8%	Shares	Sole	2026-01-26
2025-09-30	$251,496	2,665	+7.0%	Shares	Sole	2025-10-28
2025-06-30	$246,609	2,490	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.