Dollar Tree shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $350k | 3.7k | 94.36 |
| 2025-06-30 | $335k | 3.4k | 99.04 |
| 2025-03-31 | $261k | 3.5k | 75.06 |
| 2024-12-31 | $269k | 3.6k | 74.93 |
| 2024-09-30 | $338k | 4.8k | 70.31 |
| 2024-06-30 | $608k | 5.7k | 106.76 |
| 2024-03-31 | $621k | 4.7k | 133.14 |
| 2023-12-31 | $711k | 5.0k | 142.04 |
| 2023-09-30 | $1.2M | 11k | 106.45 |
| 2023-06-30 | $1.9M | 14k | 143.50 |
| 2023-03-31 | $2.0M | 14k | 143.55 |
| 2022-12-31 | $2.1k | 15k | 0.14 |
| 2022-09-30 | $2.2M | 16k | 136.07 |
| 2022-06-30 | $1.7M | 11k | 155.88 |
| 2022-03-31 | $1.5M | 9.5k | 160.14 |
| 2021-12-31 | $1.3M | 9.5k | 140.50 |
| 2021-09-30 | $1.1M | 12k | 95.69 |
| 2021-06-30 | $947k | 9.5k | 99.52 |
| 2021-03-31 | $1.1M | 9.8k | 114.47 |
| 2020-12-31 | $1.1M | 9.8k | 108.01 |
| 2020-09-30 | $578k | 6.3k | 91.38 |
| 2020-06-30 | $612k | 6.6k | 92.73 |
| 2020-03-31 | $661k | 9.0k | 73.51 |
| 2019-12-31 | $651k | 6.9k | 94.09 |
| 2019-09-30 | $791k | 6.9k | 114.12 |
| 2019-06-30 | $720k | 6.7k | 107.35 |
| 2019-03-31 | $678k | 6.5k | 104.97 |
| 2018-12-31 | $579k | 6.4k | 90.34 |
| 2018-09-30 | $850k | 10k | 82.20 |
| 2018-06-30 | $842k | 9.9k | 84.96 |
| 2018-03-31 | $920k | 9.8k | 94.36 |
| 2017-12-31 | $711k | 6.5k | 109.05 |
| 2017-09-30 | $385k | 4.4k | 88.40 |
| 2017-06-30 | $283k | 4.3k | 66.42 |
| 2017-03-31 | $270k | 3.5k | 76.92 |
| 2016-12-31 | $225k | 2.9k | 76.58 |
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