Wilkerson Advisory Group LLC

Position in DLTR — Dollar Tree, Inc.

CIK 2079661 COLUMBIA, MO

Position in DLTR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$40,034

+$11,233 QoQ

Shares Held

331

+25.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#665

of 858 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $3,708,361 across 5 Discount Stores names. DLTR ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	30,130	$3,412,523
2	COST	Costco Wholesale Corp /New	171	$159,965
3	TGT	Target Corp	554	$72,357
4	DLTR	Dollar Tree, Inc. This page	331	$40,034
5	DG	Dollar General Corp	204	$23,482

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,034	331	+25.9%	Shares	Sole	2026-07-21
2026-03-31	$28,801	263	+80.1%	Shares	Sole	2026-05-08
2025-12-31	$17,959	146	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.