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Focus Partners Wealth: DLTR position timeline

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

Focus Partners Wealth held 84,917 DLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,917 shares
    Change vs previous 13F -12,078 shares

    0.01% of the 13F portfolio, value $10,271,292.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 80,711 shares
    • Focus Partners Advisor Solutions, LLC: 4,206 shares

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

  2. period ended2026-03-31
    13F 96,995 shares
    Change vs previous 13F -468,307 shares

    0.01% of the 13F portfolio, value $10,593,808.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 93,084 shares
    • Focus Partners Advisor Solutions, LLC: 3,911 shares

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

  3. period ended2025-12-31
    13F 565,302 shares
    Change vs previous 13F +547,244 shares

    0.07% of the 13F portfolio, value $69,538,073.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 558,328 shares
    • Focus Partners Advisor Solutions, LLC: 6,974 shares

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

  4. period ended2025-09-30
    13F 18,058 shares
    Change vs previous 13F -2,467 shares

    <0.01% of the 13F portfolio, value $1,712,483.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 11,296 shares
    • Focus Partners Advisor Solutions, LLC: 6,762 shares

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

  5. period ended2025-06-30
    13F 20,525 shares
    Change vs previous 13F +6,853 shares

    <0.01% of the 13F portfolio, value $2,072,088.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,252 shares
    • Focus Partners Advisor Solutions, LLC: 8,273 shares

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

  6. period ended2025-03-31
    13F/A 13,672 shares
    Change vs previous 13F +3,239 shares

    <0.01% of the 13F portfolio, value $1,026,419.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,646 shares
    • Focus Partners Advisor Solutions, LLC: 3,026 shares

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

  7. period ended2024-12-31
    13F/A 10,433 shares
    Change vs previous 13F +1,465 shares

    <0.01% of the 13F portfolio, value $781,850.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 8,968 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $630,630.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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