Dollar Tree shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11M | 91k | 123.01 |
| 2025-09-30 | $8.4M | 89k | 94.37 |
| 2025-06-30 | $7.6M | 76k | 99.04 |
| 2025-03-31 | $5.8M | 78k | 75.07 |
| 2021-09-30 | $401k | 4.2k | 95.70 |
| 2021-06-30 | $373k | 3.7k | 99.52 |
| 2021-03-31 | $396k | 3.5k | 114.72 |
| 2020-12-31 | $352k | 3.2k | 108.37 |
| 2020-09-30 | $286k | 3.1k | 91.20 |
| 2020-06-30 | $291k | 3.1k | 92.79 |
| 2020-03-31 | $231k | 3.1k | 73.66 |