Dollar Tree shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $514k | 4.2k | 123.00 |
| 2025-09-30 | $431k | 4.6k | 94.36 |
| 2025-06-30 | $452k | 4.6k | 99.03 |
| 2025-03-31 | $354k | 4.7k | 75.06 |
| 2024-12-31 | $354k | 4.7k | 74.93 |
| 2024-09-30 | $376k | 5.3k | 70.31 |
| 2024-06-30 | $664k | 6.2k | 106.77 |
| 2024-03-31 | $829k | 6.2k | 133.15 |
| 2023-12-31 | $796k | 5.6k | 142.05 |
| 2023-09-30 | $597k | 5.6k | 106.45 |
| 2023-06-30 | $810k | 5.6k | 143.50 |
| 2023-03-31 | $810k | 5.6k | 143.55 |
| 2022-12-31 | $798k | 5.6k | 141.44 |
| 2022-09-30 | $768k | 5.6k | 136.07 |
| 2022-06-30 | $880k | 5.6k | 155.92 |
| 2022-03-31 | $907k | 5.7k | 160.08 |
| 2021-12-31 | $853k | 6.1k | 140.46 |
| 2021-09-30 | $1.4M | 14k | 95.71 |
| 2021-06-30 | $565k | 5.7k | 99.56 |
| 2021-03-31 | $650k | 5.7k | 114.54 |
| 2020-12-31 | $881k | 8.2k | 108.07 |
| 2020-09-30 | $1.6M | 18k | 91.34 |
| 2020-06-30 | $871k | 9.4k | 92.64 |
| 2020-03-31 | $722k | 9.8k | 73.50 |
| 2019-12-31 | $2.5M | 27k | 94.05 |
| 2019-09-30 | $1.2M | 11k | 114.16 |
| 2019-06-30 | $1.1M | 10k | 107.38 |
| 2019-03-31 | $3.4M | 33k | 105.05 |
| 2018-12-31 | $625k | 6.9k | 90.25 |
| 2018-09-30 | $698k | 8.6k | 81.49 |
| 2018-06-30 | $677k | 8.0k | 85.04 |
| 2018-03-31 | $795k | 8.4k | 94.93 |
| 2017-12-31 | $5.7M | 54k | 107.31 |
| 2017-09-30 | $5.5M | 63k | 86.82 |
| 2015-03-31 | $572k | 7.1k | 81.13 |
| 2014-12-31 | $598k | 8.5k | 70.35 |
| 2014-09-30 | $496k | 8.9k | 56.05 |
| 2014-06-30 | $756k | 14k | 54.49 |
| 2014-03-31 | $746k | 14k | 52.17 |
| 2013-12-31 | $1.2M | 21k | 56.42 |
| 2013-09-30 | $1.5M | 26k | 57.17 |
| 2013-06-30 | $4.4M | 87k | 50.84 |
| 2013-03-31 | $3.9M | 80k | 48.43 |