Clark Wealth Partners

Position in DLTR — Dollar Tree, Inc.

CIK 2107657 O'FALLON, IL

Position in DLTR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,451

+$356 QoQ

Shares Held

+20.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#807

of 858 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Clark Wealth Partners holds $333,219 across 5 Discount Stores names. DLTR ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	190	$177,739
2	WMT	Walmart Inc.	1,156	$130,928
3	TGT	Target Corp	124	$16,195
4	DG	Dollar General Corp	60	$6,906
5	DLTR	Dollar Tree, Inc. This page	12	$1,451

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,451	12	+20.0%	Shares	Sole	2026-07-28
2026-03-31	$1,095	10	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,230	10	0.0%	Shares	Sole	2026-02-04
2025-09-30	$943	10	0.0%	Shares	Sole	2026-02-04
2025-06-30	$990	10	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.