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Dollar Tree shares owned by Estate Planners Group

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Dollar Tree

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All positions including Dollar Tree held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 2.4k 109.51

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Etf Ser Solutions Defiance Quantum (QTUM)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)
Neos Etf Trust Bitcoin High Inc (BTCI)

View all positions for Estate Planners Group

Top funds holding Dollar Tree

Vanguard Group
FMR
BlackRock
Vanguard Capital Management
Mantle Ridge
State Street Corporation
Vanguard Portfolio Management
Edgepoint Investment
T. Rowe Price Investment Management
Geode Capital Management
Nomura Holdings
Fil
Susquehanna International
PRIMECAP Management Company
Invesco

View all funds holding Dollar Tree