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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

DLTR holding history

Dollar Tree, Inc. in every 13F filed by Wealthspire Advisors, 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 (Q2 2026)
2,198
Value
$265.8K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of DLTR by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,198$265.8K<0.1%−211−8.8%ReducedHolders
Q1 20262,409$263.8K<0.1%−1,639−40.5%ReducedHolders
Q4 20254,048$498.0K<0.1%+1,595+65.0%AddedHolders
Q3 20252,453$231.5K<0.1%−198−7.5%ReducedHolders
Q2 20252,651$262.6K<0.1%+2,651NewHolders
Q3 20230$00.0%−1,413−100.0%Sold outHolders
Q2 20231,413$202.8K<0.1%−11−0.8%ReducedHolders
Q1 20231,424$204.4K<0.1%−629−30.6%ReducedHolders
Q4 20222,053$290.4K<0.1%+403+24.4%AddedHolders
Q3 20221,650$225.0K<0.1%−3−0.2%ReducedHolders
Q2 20221,653$258.0K<0.1%+1,653NewHolders
Q4 20210$00.0%−3,159−100.0%Sold outHolders
Q3 20213,159$302.0K<0.1%+3,159NewHolders
Q2 20210$00.0%−2,515−100.0%Sold outHolders
Q1 20212,515$288.0K<0.1%––Holders

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