CREATIVE FINANCIAL DESIGNS INC /ADV

Position in DLTR — Dollar Tree, Inc.

CIK 819864 KOKOMO, IN

Position in DLTR

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

Position Value

$41,243

+$8,390 QoQ

Shares Held

341

+13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#664

of 858 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,477,905 across 6 Discount Stores names. DLTR ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,735	$2,558,510
2	WMT	Walmart Inc.	16,213	$1,836,284
3	DLTR	Dollar Tree, Inc. This page	341	$41,243
4	DG	Dollar General Corp	188	$21,640
5	TGT	Target Corp	149	$19,460
6	OLLI	Ollie's Bargain Outlet Holdings, Inc.	10	$768

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,243	341	+13.7%	Shares	Sole	2026-07-28
2026-03-31	$32,853	300	0.0%	Shares	Sole	2026-04-13
2025-12-31	$36,903	300	0.0%	Shares	Sole	2026-02-06
2025-09-30	$28,311	300	0.0%	Shares	Sole	2025-11-12
2025-06-30	$29,712	300	0.0%	Shares	Sole	2025-08-04
2025-03-31	$22,521	300	0.0%	Shares	Sole	2025-04-23
2024-12-31	$22,482	300	0.0%	Shares	Sole	2025-02-10
2024-09-30	$21,096	300	0.0%	Shares	Sole	2024-10-28
2024-06-30	$32,031	300	0.0%	Shares	Sole	2024-08-06
2024-03-31	$39,945	300	-25.0%	Shares	Sole	2024-05-01
2023-12-31	$56,820	400	0.0%	Shares	Sole	2024-01-10
2023-09-30	$42,580	400	0.0%	Shares	Sole	2023-11-14
2023-06-30	$57,400	400	0.0%	Shares	Sole	2023-07-26
2023-03-31	$57,420	400	0.0%	Shares	Sole	2023-04-25
2022-12-31	$56,576	400	0.0%	Shares	Sole	2023-02-01
2022-09-30	$54,440	400	0.0%	Shares	Sole	2022-11-01
2022-06-30	$62,340	400	+300.0%	Shares	Sole	2022-08-01
2022-03-31	$16,015	100	0.0%	Shares	Sole	2022-04-15
2021-12-31	$14,052	100	-45.9%	Shares	Sole	2022-01-26
2021-09-30	$17,708	185	0.0%	Shares	Sole	2021-10-08
2021-06-30	$18,407	185	0.0%	Shares	Sole	2021-07-27
2021-03-31	$21,175	185	0.0%	Shares	Sole	2021-04-19
2020-12-31	$19,987	185	0.0%	Shares	Sole	2021-01-08
2020-09-30	$16,897	185	-65.5%	Shares	Sole	2020-10-06
2020-06-30	$49,769	537	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.