Aventura Private Wealth, LLC

Position in DLTR — Dollar Tree, Inc.

CIK 2074418 AVENTURA, FL

Position in DLTR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$24,190

+$7,204 QoQ

Shares Held

200

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#690

of 858 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $4,333,222 across 6 Discount Stores names. DLTR ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,367	$2,214,257
2	WMT	Walmart Inc.	16,815	$1,904,466
3	TGT	Target Corp	1,446	$188,862
4	DLTR	Dollar Tree, Inc. This page	200	$24,190
5	BJ	BJ's Wholesale Club Holdings, Inc.	10	$872
6	DG	Dollar General Corp	5	$575

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,190	200	+11.1%	Shares	Sole	2026-07-15
2025-09-30	$16,986	180	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.