Position in DLTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,737
-$338 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $197,602 across 4 Discount Stores names.
All Filings in DLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,737 | 25 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,075 | 25 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,359 | 25 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,476 | 25 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $375 | 5 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,856 | 305 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||