Position in DLTR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,175
New position
Shares Held
29
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $1,085,956 across 3 Discount Stores names.
All Filings in DLTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,175 | 29 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||