Dollar Tree shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Dollar Tree
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Quarterly reported holdings in Dollar Tree by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 28k | 94.37 |
| 2025-06-30 | $2.4M | 24k | 99.04 |
| 2024-09-30 | $596k | 8.5k | 70.32 |
| 2024-06-30 | $1.1M | 10k | 106.76 |
| 2024-03-31 | $580k | 4.4k | 133.17 |
| 2023-12-31 | $418k | 2.9k | 142.03 |
| 2023-09-30 | $273k | 2.6k | 106.45 |
| 2023-06-30 | $385k | 2.7k | 143.50 |
| 2023-03-31 | $324k | 2.3k | 143.55 |
| 2022-12-31 | $373k | 2.6k | 141.44 |
| 2022-09-30 | $351k | 2.6k | 135.99 |
| 2022-06-30 | $426k | 2.7k | 155.99 |
| 2022-03-31 | $413k | 2.6k | 160.20 |
| 2018-03-31 | $35k | 35k | 1.00 |
| 2017-12-31 | $42k | 368 | 114.13 |