Dollar Tree shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 7.7k | 94.37 |
| 2025-06-30 | $808k | 8.2k | 99.04 |
| 2025-03-31 | $657k | 8.8k | 75.07 |
| 2024-12-31 | $544k | 7.3k | 74.94 |
| 2024-09-30 | $421k | 6.0k | 70.32 |
| 2024-06-30 | $574k | 5.4k | 106.77 |
| 2024-03-31 | $674k | 5.1k | 133.15 |
| 2023-12-31 | $722k | 5.1k | 142.05 |
| 2023-09-30 | $590k | 5.5k | 106.45 |
| 2023-06-30 | $814k | 5.7k | 143.50 |
| 2023-03-31 | $822k | 5.7k | 143.55 |
| 2022-12-31 | $854k | 6.0k | 141.44 |
| 2022-09-30 | $952k | 6.0k | 158.43 |
| 2022-06-30 | $1.1M | 7.1k | 155.91 |
| 2022-03-31 | $1.1M | 7.1k | 160.12 |
| 2021-12-31 | $1.9M | 14k | 140.53 |