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Disclosery

Unified Investment Management: DLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Unified Investment Management on DLTR, newest first. How the timeline and the estimate are built.

Unified Investment Management held 3,913 DLTR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,913 shares
    Change vs previous 13F +80 shares

    0.4% of the 13F portfolio, value $446,160.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,833 shares
    Change vs previous 13F +10 shares

    0.43% of the 13F portfolio, value $463,601.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,823 shares
    Change vs previous 13F -95 shares

    0.43% of the 13F portfolio, value $418,657.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,918 shares
    Change vs previous 13F +295 shares

    0.49% of the 13F portfolio, value $481,953.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,623 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $341,903.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).