Position in DLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$463,601
+$44,945 QoQ
Shares Held
3,833
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#480
of 858 holders
Holding Since
Sep 2025
4 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, 2026Unified Investment Management holds $1,049,205 across 2 Discount Stores names. DLTR ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
626 | $585,604 | |
| 2 | DLTR |
Dollar Tree, Inc.
This page
|
3,833 | $463,601 |
All Filings in DLTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,601 | 3,833 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $418,656 | 3,823 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $481,953 | 3,918 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $341,902 | 3,623 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||