Three Bearings Fiduciary Advisors, Inc.
Position in DLTR — Dollar Tree, Inc.
CIK 2140230
HAMPTON, NH
Position in DLTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$6,047
+$572 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#758
of 858 holders
Holding Since
Dec 2025
3 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, 2026Three Bearings Fiduciary Advisors, Inc. holds $88,956 across 5 Discount Stores names. DLTR ranks #3 (6.8% of the industry book) .
All Filings in DLTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,047 | 50 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,475 | 50 | Shares | Sole | 2026-06-11 | |
| 2025-12-31 | $6,150 | 50 | Shares | Sole | 2026-06-11 | |
| No filing history on record for this holder in this stock. | ||||||