Gerald Baker Financial Group LLC

Position in DLTR — Dollar Tree, Inc.

CIK 2133489 ARLINGTON, TX

Position in DLTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$681,795

+$64,488 QoQ

Shares Held

5,637

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#426

of 858 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gerald Baker Financial Group LLC holds $3,457,870 across 3 Discount Stores names. DLTR ranks #3 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	13,286	$1,504,772
2	COST	Costco Wholesale Corp /New	1,359	$1,271,303
3	DLTR	Dollar Tree, Inc. This page	5,637	$681,795

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,795	5,637	0.0%	Shares	Sole	2026-08-03
2026-03-31	$617,307	5,637	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.