Position in DG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$251,630
-$53,608 QoQ
Shares Held
2,186
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#780
of 1,127 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $15,109,962 across 5 Discount Stores names. DG ranks #4 (1.7% of the industry book) .
All Filings in DG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,630 | 2,186 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $305,238 | 2,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $336,817 | 3,259 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $378,025 | 3,305 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $567,057 | 7,479 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $488,645 | 5,778 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $867,296 | 6,559 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,338,994 | 8,580 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $987,404 | 7,263 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $907,764 | 8,580 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,135,828 | 6,690 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,841,945 | 8,752 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,551,888 | 10,363 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,747,138 | 7,284 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $795,715 | 3,242 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $545,219 | 2,449 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $398,316 | 1,689 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $303,359 | 1,430 | Shares | Other | 2021-11-16 | |
| 2021-03-31 | $333,916 | 1,648 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $285,586 | 1,358 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $240,431 | 1,147 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $201,749 | 1,059 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $203,862 | 1,350 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||