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Sutton Wealth Advisors Inc.

SEC CIK
0001999828
Latest filing
Nov 8, 2023

DLTR holding history

Dollar Tree, Inc. in every 13F filed by Sutton Wealth Advisors Inc., 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 Q3 2023 holdings

Shares (Q3 2023)
49
Value
$5.22K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of DLTR by Sutton Wealth Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202349$5.22K<0.1%00.0%UnchangedHolders
Q2 202349$7.03K<0.1%00.0%UnchangedHolders
Q1 202349$7.03K<0.1%−4−7.5%ReducedHolders
Q4 202253$7.50K<0.1%00.0%UnchangedHolders
Q3 202253$7.21K<0.1%−11−17.2%ReducedHolders
Q2 202264$9.97K<0.1%+11+20.8%AddedHolders
Q1 202253$8.49K<0.1%+4+8.2%AddedHolders
Q4 202149$6.88K<0.1%+6+14.0%AddedHolders
Q3 202143$4.12K<0.1%−4−8.5%ReducedHolders
Q2 202147$4.68K<0.1%00.0%UnchangedHolders
Q1 202147$5.38K<0.1%––Holders

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