Modera Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1542143 WESTWOOD, NJ

Position in DG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$257,270

-$8,329 QoQ

Shares Held

2,235

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#777

of 1,131 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Modera Wealth Management, LLC holds $41,553,765 across 4 Discount Stores names. DG ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	187,967	$21,289,142
2	TGT	Target Corp	106,987	$13,973,572
3	COST	Costco Wholesale Corp /New	6,450	$6,033,781
4	DG	Dollar General Corp This page	2,235	$257,270

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,270	2,235	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$265,599	2,237	-11.9%	Shares	Sole	2026-05-06
2025-12-31	$337,103	2,539	-2.6%	Shares	Sole	2026-01-21
2025-09-30	$269,433	2,607	-6.1%	Shares	Sole	2025-10-31
2025-06-30	$317,404	2,775	+0.9%	Shares	Sole	2025-08-06
2025-03-31	$241,895	2,751	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$210,248	2,773	-30.7%	Shares	Sole	2025-02-06
2024-09-30	$338,280	4,000	-14.9%	Shares	Sole	2024-10-24
2024-06-30	$621,613	4,701	-56.1%	Shares	Sole	2024-07-29
2024-03-31	$1,672,495	10,717	+10.8%	Shares	Sole	2024-05-14
2023-12-31	$1,315,316	9,675	+5.8%	Shares	Sole	2024-02-14
2023-09-30	$967,329	9,143	+0.4%	Shares	Sole	2023-11-30
2023-06-30	$1,546,016	9,106	+297.3%	Shares	Sole	2023-08-07
2021-12-31	$540,522	2,292	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.