XXI WEALTH, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 2047463 CHICAGO, IL

Position in DLTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$353,899

+$110,021 QoQ

Shares Held

2,926

+31.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#521

of 858 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Consumer Defensive · as of Jun 30, 2026

XXI WEALTH, LLC holds $1,701,010 across 3 Discount Stores names. DLTR ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	6,038	$683,863
2	COST	Costco Wholesale Corp /New	709	$663,248
3	DLTR	Dollar Tree, Inc. This page	2,926	$353,899

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,899	2,926	+31.4%	Shares	Sole	2026-08-14
2026-03-31	$243,878	2,227	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.