BOSTON FAMILY OFFICE LLC

Family Office

Position in DG — Dollar General Corp

CIK 1039807 BOSTON, MA

Position in DG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$409,906

+$26,765 QoQ

Shares Held

3,561

+10.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#672

of 1,127 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

BOSTON FAMILY OFFICE LLC holds $19,558,020 across 4 Discount Stores names. DG ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	16,179	$15,134,969
2	WMT	Walmart Inc.	20,422	$2,312,995
3	TGT	Target Corp	13,017	$1,700,150
4	DG	Dollar General Corp This page	3,561	$409,906

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,906	3,561	+10.4%	Shares	Sole	2026-08-12
2026-03-31	$383,141	3,227	+12.2%	Shares	Sole	2026-05-13
2025-12-31	$381,979	2,877	+108.3%	Shares	Sole	2026-02-13
2022-12-31	$340,071	1,381	-1.4%	Shares	Sole	2023-02-07
2022-09-30	$336,043	1,401	-9.7%	Shares	Sole	2022-11-08
2022-06-30	$380,677	1,551	-16.9%	Shares	Sole	2022-08-11
2022-03-31	$415,427	1,866	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.