Gradient Investments LLC

Position in DG — Dollar General Corp

CIK 1542265 ARDEN HILLS, MN

Position in DG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$941,024

-$44,078 QoQ

Shares Held

8,175

-1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#499

of 1,127 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gradient Investments LLC holds $120,517,080 across 4 Discount Stores names. DG ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	381,676	$49,850,702
2	WMT	Walmart Inc.	387,784	$43,920,415
3	COST	Costco Wholesale Corp /New	27,585	$25,804,939
4	DG	Dollar General Corp This page	8,175	$941,024

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$941,024	8,175	-1.5%	Shares	Sole	2026-07-08
2026-03-31	$985,102	8,297	-0.6%	Shares	Sole	2026-04-13
2025-12-31	$1,108,098	8,346	-21.7%	Shares	Sole	2026-01-08
2025-09-30	$1,101,504	10,658	-11.2%	Shares	Sole	2025-10-06
2025-06-30	$1,372,674	12,001	+13537.5%	Shares	Sole	2025-07-08
2024-06-30	$11,636	88	+1000.0%	Shares	Sole	2024-07-18
2024-03-31	$1,248	8	-93.0%	Shares	Sole	2024-04-23
2023-12-31	$15,498	114	0.0%	Shares	Sole	2024-01-18
2023-09-30	$12,061	114	-6.6%	Shares	Sole	2023-10-27
2023-06-30	$20,713	122	+22.0%	Shares	Sole	2023-07-11
2023-03-31	$21,046	100	-3.8%	Shares	Sole	2023-04-17
2022-12-31	$25,610	104	+4.0%	Shares	Sole	2023-01-10
2022-09-30	$23,986	100	-24.2%	Shares	Sole	2022-10-14
2022-06-30	$32,398	132	+32.0%	Shares	Sole	2022-07-11
2022-03-31	$22,263	100	0.0%	Shares	Sole	2022-05-26
2021-12-31	$23,583	100	-67.0%	Shares	Sole	2022-01-12
2021-09-30	$64,278	303	-5.6%	Shares	Sole	2021-10-18
2021-06-30	$69,461	321	-98.8%	Shares	Sole	2021-07-12
2021-03-31	$5,377,129	26,538	+19.0%	Shares	Sole	2021-04-21
2020-12-31	$4,691,162	22,307	-0.8%	Shares	Sole	2021-01-08
2020-09-30	$4,714,773	22,492	+21.4%	Shares	Sole	2020-10-06
2020-06-30	$3,529,769	18,528	+1.2%	Shares	Sole	2020-07-10
2020-03-31	$2,764,842	18,309	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.