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Burkett Financial Services’s Dollar Tree DLTR Stock Holding History

Burkett Financial Services’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.4K Hold
100
– – ﹤0.01% 287
2026
Q2 		$12.1K Hold
100
– – ﹤0.01% 170
2026
Q1 		$11K Hold
100
– – ﹤0.01% 167
2025
Q4 		$12.3K Hold
100
– – ﹤0.01% 157
2025
Q3 		$9.44K Hold
100
– – ﹤0.01% 156
2025
Q2 		$9.9K Hold
100
– – ﹤0.01% 147
2025
Q1 		$7.51K Hold
100
– – ﹤0.01% 174
2024
Q4 		$7.49K Hold
100
– – ﹤0.01% 151
2024
Q3 		$7.03K Buy
100
+50
+100% +$4.56K ﹤0.01% 143
2024
Q2 		$5.34K Hold
50
– – ﹤0.01% 149
2024
Q1 		$6.66K Hold
50
– – ﹤0.01% 151
2023
Q4 		$7.1K Buy
+50
New +$5.92K ﹤0.01% 146

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Burkett Financial Services's DLTR Position: Q3 2026 in Review

Burkett Financial Services held its Dollar Tree (DLTR) position steady in Q3 2026 at 100 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Burkett Financial Services first reported a position in DLTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.3K in Q4 2025. 57 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • Burkett Financial Services held 100 shares of Dollar Tree worth $11.4K as of Q3 2026.
  • Burkett Financial Services left its Dollar Tree share count unchanged in Q3 2026.
  • Dollar Tree made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #287 holding.
  • Burkett Financial Services first reported a position in Dollar Tree in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Dollar Tree position peaked at $12.3K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.