Position in DLTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,314
+$945 QoQ
Shares Held
12
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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, 2026Dogwood Wealth Management LLC holds $1,588,213 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 | $1,314 | 12 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $369 | 3 | Shares | Sole | 2026-02-04 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $3 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||