BSW Wealth Partners »

Dollar Tree shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Dollar Tree

Tip: Access up to 7 years of quarterly data

All positions including Dollar Tree held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dollar Tree by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 1.8k 123.01

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Trimble Navigation (TRMB)
Ishares Tr Core 60/40 Balan (AOR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for BSW Wealth Partners

Top funds holding Dollar Tree

Vanguard Group
BlackRock
FMR
Mantle Ridge
State Street Corporation
Capital Research and Management Company - Division 3
Edgepoint Investment
T. Rowe Price Investment Management
Fil
Geode Capital Management
Susquehanna International
Alliancebernstein
PRIMECAP Management Company
Nomura Holdings
Hudson Bay Capital Management

View all funds holding Dollar Tree