Position in DLTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,021
+$1,705 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#703
of 858 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DLTR Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $1,417,214 across 6 Discount Stores names. DLTR ranks #4 (1.3% of the industry book) .
All Filings in DLTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,021 | 149 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,316 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,328 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $14,061 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $14,756 | 149 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $11,185 | 149 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $11,166 | 149 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||