Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in DG — Dollar General Corp
CIK 1510434
Seattle, WA
Position in DG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$285,241
+$53,481 QoQ
Shares Held
2,478
+26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#746
of 1,127 holders
Holding Since
Sep 2020
13 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $43,959,792 across 6 Discount Stores names. DG ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
23,649 | $22,122,929 | |
| 2 | WMT |
Walmart Inc.
|
177,246 | $20,074,881 | |
| 3 | TGT |
Target Corp
|
4,833 | $631,237 | |
| 4 | DLTR |
Dollar Tree, Inc.
|
4,900 | $592,654 | |
| 5 | DG |
Dollar General Corp
This page
|
2,478 | $285,241 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
2,899 | $252,850 |
All Filings in DG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,241 | 2,478 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $231,760 | 1,952 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $413,312 | 3,113 | Shares | Sole | 2026-01-16 | |
| 2022-12-31 | $273,830 | 1,112 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $221,630 | 924 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $294,037 | 1,198 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $391,160 | 1,757 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $602,545 | 2,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $656,785 | 3,096 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $859,068 | 3,970 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $632,782 | 3,123 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $886,414 | 4,215 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $610,623 | 2,913 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||