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Dollar Tree shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Dollar Tree

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All positions including Dollar Tree held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5k 100 74.94
2024-09-30 $7.0k 100 70.32
2024-06-30 $5.3k 50 106.78
2024-03-31 $6.7k 50 133.16
2023-12-31 $7.1k 50 142.06

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Dollar Tree

Vanguard Group
BlackRock
Mantle Ridge
Nomura Holdings
T. Rowe Price Investment Management
State Street Corporation
Capital Research and Management Company - Division 3
Edgepoint Investment
Kovitz Investment Group Partners
Citadel Advisors
Susquehanna International
D. E. Shaw & Co
Geode Capital Management
Hudson Bay Capital Management
Millennium Management

View all funds holding Dollar Tree