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NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

DLTR holding history

Dollar Tree, Inc. in every 13F filed by NewEdge Wealth, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2022
Holdings of DLTR by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,116−100.0%Sold outHolders
Q4 20253,116$383.3K<0.1%+3,116NewHolders
Q3 20230$00.0%−1,520−100.0%Sold outHolders
Q2 20231,520$218.1K<0.1%−32−2.1%ReducedHolders
Q1 20231,552$222.8K<0.1%+1,552NewHolders
Q4 20220$00.0%−1,635−100.0%Sold outHolders
Q3 20221,635$223.0K<0.1%−4,127−71.6%ReducedHolders
Q2 20225,762$898.0K<0.1%+4,127+252.4%AddedHolders
Q1 20221,635$262.0K<0.1%+1,635NewHolders