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Dollar Tree shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Dollar Tree

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All positions including Dollar Tree held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar Tree by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2k 29 109.52

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Dollar Tree

Vanguard Group
FMR
BlackRock
Vanguard Capital Management
Mantle Ridge
State Street Corporation
Vanguard Portfolio Management
Edgepoint Investment
T. Rowe Price Investment Management
Geode Capital Management
Nomura Holdings
Fil
Susquehanna International
PRIMECAP Management Company
Invesco

View all funds holding Dollar Tree