Sigma Planning Corp

Position in DG — Dollar General Corp

CIK 1449126 ANN ARBOR, MI

Position in DG

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$216,207

-$91,686 QoQ

Shares Held

1,821

-21.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Sigma Planning Corp holds $28,844,109 across 3 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	15,730	$14,714,943
2	WMT	Walmart Inc.	117,735	$13,334,666
3	TGT	Target Corp	6,083	$794,500

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,207	1,821	-21.5%	Shares	Sole	2026-05-04
2025-12-31	$307,893	2,319	+0.8%	Shares	Sole	2026-01-30
2025-09-30	$237,705	2,300	-27.9%	Shares	Sole	2025-11-10
2025-06-30	$364,757	3,189	-1.8%	Shares	Sole	2025-08-05
2025-03-31	$285,684	3,249	-24.4%	Shares	Sole	2025-05-02
2024-09-30	$363,566	4,299	+72.8%	Shares	Sole	2024-11-04
2024-06-30	$328,988	2,488	-76.8%	Shares	Sole	2024-08-06
2024-03-31	$1,671,714	10,712	+89.4%	Shares	Sole	2024-05-02
2023-12-31	$769,069	5,657	-61.8%	Shares	Sole	2024-02-01
2023-09-30	$1,566,898	14,810	-0.3%	Shares	Sole	2023-11-06
2023-06-30	$2,522,930	14,860	+0.5%	Shares	Sole	2023-08-02
2023-03-31	$3,112,703	14,790	-4.9%	Shares	Sole	2023-05-08
2022-12-31	$3,828,202	15,546	+8.5%	Shares	Sole	2023-01-24
2022-09-30	$3,436,234	14,326	+6.1%	Shares	Sole	2022-11-10
2022-06-30	$3,315,158	13,507	-26.8%	Shares	Sole	2022-08-11
2022-03-31	$4,106,410	18,445	-12.7%	Shares	Sole	2022-04-20
2021-12-31	$4,981,908	21,125	+0.8%	Shares	Sole	2022-02-02
2021-09-30	$4,447,727	20,966	+9.0%	Shares	Sole	2021-10-28
2021-06-30	$4,161,179	19,230	-16.4%	Shares	Sole	2021-08-13
2021-03-31	$4,661,070	23,004	+14.6%	Shares	Sole	2021-05-06
2020-12-31	$4,222,193	20,077	+1.1%	Shares	Sole	2021-02-09
2020-09-30	$4,162,214	19,856	+1.2%	Shares	Sole	2020-11-03
2020-06-30	$3,738,377	19,623	+63.0%	Shares	Sole	2020-07-31
2020-03-31	$1,818,160	12,040	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.