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CAPTRUST FINANCIAL ADVISORS: DLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DLTR, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 20,717 DLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,717 shares
    Change vs previous 13F +3,381 shares

    <0.01% of the 13F portfolio, value $2,505,756.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,336 shares
    Change vs previous 13F +1,070 shares

    <0.01% of the 13F portfolio, value $1,898,037.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,266 shares
    Change vs previous 13F +1,672 shares

    <0.01% of the 13F portfolio, value $2,000,835.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,594 shares
    Change vs previous 13F -2,063 shares

    <0.01% of the 13F portfolio, value $1,377,231.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,657 shares
    Change vs previous 13F +9,476 shares

    <0.01% of the 13F portfolio, value $1,649,720.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,181 shares
    Change vs previous 13F +1,097 shares

    <0.01% of the 13F portfolio, value $539,086.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,084 shares
    Change vs previous 13F -634 shares

    <0.01% of the 13F portfolio, value $455,935.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,718 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $472,395.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).