Skip to main content

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

DLTR holding history

Dollar Tree, Inc. in every 13F filed by Private Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLTR overviewAll 13F holders of DLTRFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of DLTR by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,900−100.0%Sold outHolders
Q4 20246,900$517.1K<0.1%−4,400−38.9%ReducedHolders
Q3 202411,300$794.6K0.1%+7,050+165.9%AddedHolders
Q2 20244,250$453.8K<0.1%+1,950+84.8%AddedHolders
Q1 20242,300$306.2K<0.1%+2,300NewHolders