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SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in DG — Dollar General Corp

CIK 1531593 NEW YORK, NY

Position in DG

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$5,870
+$1,596 QoQ
Shares Held
51
+41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,026
of 1,127 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DG Over Time

Shares Held

Position Value (USD)

Derivatives in DG

reported options exposure · as of Jun 30, 2021
CallValue
$4,327
CallShares
20
PutValue
$4,327
PutShares
20

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $711,100 across 3 Discount Stores names. DG ranks #3 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DG
Dollar General Corp
This page
51 $5,870

All Filings in DG

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,870 51
2026-03-31 $4,274 36
2025-12-31 $71,961 542
2025-09-30 $39,066 378
2025-06-30 $16,928 148
2023-06-30 $48,726 287
2023-03-31 $92,391 439
2022-12-31 $56,145 228
2022-09-30 $122,328 510
2022-06-30 $117,565 479
2022-03-31 $21,149 95
2021-12-31 $359,404 1,524
2021-06-30 $4,327 20
2021-06-30 $4,327 20
2020-12-31 $567,810 2,700