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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DLTR holding history

Dollar Tree, Inc. in every 13F filed by Creative Planning, 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 (Q2 2026)
54,275
Value
$6.56M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DLTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,275$6.56M<0.1%+5,730+11.8%AddedHolders
Q1 202648,545$5.32M<0.1%+5,533+12.9%AddedHolders
Q4 202543,012$5.29M<0.1%+5,703+15.3%AddedHolders
Q3 202537,309$3.52M<0.1%+1,237+3.4%AddedHolders
Q2 202536,072$3.57M<0.1%+9,155+34.0%AddedHolders
Q1 202526,917$2.02M<0.1%−8,823−24.7%ReducedHolders
Q4 202435,740$2.68M<0.1%+11,067+44.9%AddedHolders
Q3 202424,673$1.65M<0.1%+559+2.3%AddedHolders
Q2 202424,114$2.57M<0.1%−392−1.6%ReducedHolders
Q1 202424,506$3.26M<0.1%+7,677+45.6%AddedHolders
Q4 202316,829$2.39M<0.1%+2,112+14.4%AddedHolders
Q3 202314,717$1.57M<0.1%+2,072+16.4%AddedHolders
Q2 202312,645$1.81M<0.1%−193−1.5%ReducedHolders
Q1 202312,838$1.84M<0.1%+1,270+11.0%AddedHolders
Q4 202211,568$1.64M<0.1%+1,106+10.6%AddedHolders
Q3 202210,462$1.42M<0.1%−100−0.9%ReducedHolders
Q2 202210,562$1.65M<0.1%+2,060+24.2%AddedHolders
Q1 20228,502$1.36M<0.1%+255+3.1%AddedHolders
Q4 20218,247$1.16M<0.1%−5,678−40.8%ReducedHolders
Q3 202113,925$1.33M<0.1%+7,060+102.8%AddedHolders
Q2 20216,865$683.0K<0.1%+695+11.3%AddedHolders
Q1 20216,170$706.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.