Edge Wealth Management LLC
- SEC CIK
- 0001567163
- Latest filing
- Jul 9, 2026
DLTR holding history
Dollar Tree, Inc. in every 13F filed by Edge Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DLTR overviewAll 13F holders of DLTRFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −51,154−100.0% | Sold out | Holders |
| Q2 2024 | 51,154 | $5.46M | 1.2% | −1,100−2.1% | Reduced | Holders |
| Q1 2024 | 52,254 | $6.96M | 1.5% | +50+0.1% | Added | Holders |
| Q4 2023 | 52,204 | $7.42M | 1.6% | −340−0.6% | Reduced | Holders |
| Q3 2023 | 52,544 | $5.59M | 1.3% | +52,544 | New | Holders |