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Creative Planning DLTR Position History
Dollar Tree, Inc. • Consumer Defensive
Quarters held
9
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q3 2025 | $55K |
| Q3 2025 | $2K |
| Q4 2025 | $5.3M |
| Q1 2026 | $5.3M |
| Q2 2026 | $86K |
| Q2 2026 | $6.5M |
| Q3 2026 | $78K |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 99.5K | — | — |
| Q3 2026 | $78K | 687 | — | — |
| Q2 2026 | $6.5M | 53.6K | — | — |
| Q2 2026 | $86K | 713 | — | — |
| Q1 2026 | $5.3M | 48.5K | — | — |
| Q4 2025 | $5.3M | 43.0K | — | — |
| Q3 2025 | $2K | 1.4K | — | — |
| Q3 2025 | $55K | 583 | — | — |
| Q3 2025 | $3.5M | 36.7K | — | — |
Other funds holding DLTR
$1.1B
$1.1B
$999.7M
$416.1M
$298.3M