Dollar Tree shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 160k | 94.37 |
| 2025-06-30 | $17M | 167k | 99.04 |
| 2025-03-31 | $13M | 170k | 75.07 |
| 2024-12-31 | $8.9M | 119k | 74.94 |
| 2024-09-30 | $13M | 186k | 70.32 |
| 2024-06-30 | $12M | 116k | 106.77 |
| 2024-03-31 | $15M | 115k | 133.15 |
| 2023-12-31 | $14M | 99k | 142.05 |
| 2023-09-30 | $10M | 95k | 106.45 |
| 2023-06-30 | $8.7M | 61k | 143.50 |
| 2023-03-31 | $8.5M | 59k | 143.55 |
| 2022-12-31 | $13M | 94k | 141.44 |
| 2022-09-30 | $14M | 105k | 136.10 |
| 2022-06-30 | $16M | 105k | 155.85 |
| 2022-03-31 | $17M | 104k | 160.15 |
| 2021-12-31 | $15M | 104k | 140.52 |
| 2021-09-30 | $10M | 107k | 95.72 |
| 2021-06-30 | $10M | 101k | 99.50 |
| 2021-03-31 | $8.1M | 71k | 114.46 |
| 2020-12-31 | $7.0M | 65k | 108.04 |
| 2020-09-30 | $5.6M | 61k | 91.33 |
| 2020-06-30 | $4.4M | 48k | 92.68 |
| 2020-03-31 | $2.8M | 38k | 73.48 |
| 2019-12-31 | $3.1M | 33k | 94.04 |