Position in DLTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$241,900
+$22,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#575
of 858 holders
Holding Since
Dec 2020
16 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, 2026Wealth Management Associates, Inc. holds $2,720,306 across 4 Discount Stores names. DLTR ranks #4 (8.9% of the industry book) .
All Filings in DLTR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,900 | 2,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $219,020 | 2,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $246,020 | 2,000 | Shares | Sole | 2026-01-20 | |
| 2024-06-30 | $213,540 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $266,300 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $284,100 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $212,900 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $287,000 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $287,100 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $282,880 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $272,200 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $311,700 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $320,300 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $281,040 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $228,920 | 2,000 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $216,080 | 2,000 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||