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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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All positions including Dollar Tree held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
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