Position in DG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,813
-$434 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#955
of 1,127 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $2,590,678 across 5 Discount Stores names. DG ranks #5 (0.5% of the industry book) .
All Filings in DG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,813 | 120 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,247 | 120 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,923 | 135 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $21,186 | 205 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $23,447 | 205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,025 | 205 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $15,543 | 205 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,546 | 172 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $264 | 2 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $312 | 2 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $679 | 5 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,242 | 59 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,640 | 45 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,473 | 7 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,199 | 5 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||