Dollar Tree shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $215k | 1.5k | 142.05 |
| 2023-06-30 | $217k | 1.5k | 143.50 |
| 2023-03-31 | $224k | 1.6k | 143.55 |
| 2022-12-31 | $218k | 1.5k | 141.44 |
| 2022-09-30 | $210k | 1.5k | 136.10 |
| 2022-06-30 | $240k | 1.5k | 155.74 |
| 2022-03-31 | $252k | 1.6k | 160.41 |
| 2021-12-31 | $217k | 1.5k | 140.36 |
| 2021-06-30 | $217k | 2.2k | 99.59 |