KERR FINANCIAL PLANNING Corp

Position in DLTR — Dollar Tree, Inc.

CIK 2095947 FRESNO, CA

Position in DLTR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$36,285

-$2,043 QoQ

Shares Held

300

-14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#671

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

KERR FINANCIAL PLANNING Corp holds $757,705 across 5 Discount Stores names. DLTR ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	579	$541,637
2	WMT	Walmart Inc.	1,136	$128,663
3	TGT	Target Corp	350	$45,713
4	DLTR	Dollar Tree, Inc. This page	300	$36,285
5	BJ	BJ's Wholesale Club Holdings, Inc.	62	$5,407

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,285	300	-14.3%	Shares	Sole	2026-07-02
2026-03-31	$38,328	350	-7.9%	Shares	Sole	2026-04-29
2025-12-31	$46,743	380	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.