Position in DLTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$332,975
+$29,852 QoQ
Shares Held
2,753
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#530
of 858 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Topsail Wealth Management, LLC holds $1,433,553 across 3 Discount Stores names. DLTR ranks #3 (23.2% of the industry book) .
All Filings in DLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,975 | 2,753 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $303,123 | 2,768 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $340,491 | 2,768 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $259,800 | 2,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $272,657 | 2,753 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $206,217 | 2,747 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||