Position in DG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$234,133
-$19,593 QoQ
Shares Held
2,034
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#800
of 1,127 holders
Holding Since
Mar 2020
25 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, 2026Institute for Wealth Management, LLC. holds $11,049,696 across 6 Discount Stores names. DG ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
8,589 | $8,034,751 | |
| 2 | WMT |
Walmart Inc.
|
18,826 | $2,132,232 | |
| 3 | TGT |
Target Corp
|
1,894 | $247,375 | |
| 4 | DG |
Dollar General Corp
This page
|
2,034 | $234,133 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
1,828 | $221,096 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
2,065 | $180,109 |
All Filings in DG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,133 | 2,034 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $253,726 | 2,137 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $283,331 | 2,134 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $223,856 | 2,166 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $271,309 | 2,372 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $210,504 | 2,394 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $216,245 | 2,557 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $340,756 | 2,577 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $407,160 | 2,609 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $358,092 | 2,634 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $307,349 | 2,905 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $495,078 | 2,916 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $655,161 | 3,113 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $778,642 | 3,162 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $820,561 | 3,421 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $839,650 | 3,421 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $761,617 | 3,421 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $806,774 | 3,421 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $725,730 | 3,421 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $740,270 | 3,421 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $693,163 | 3,421 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $726,376 | 3,454 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $643,323 | 3,069 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $516,663 | 2,712 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $392,474 | 2,599 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||