West Family Investments, Inc.

Position in DG — Dollar General Corp

CIK 1568303 CARLSBAD, CA

Position in DG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$398,625

+$128,439 QoQ

Shares Held

3,463

+70.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#679

of 1,127 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

West Family Investments, Inc. holds $3,105,915 across 4 Discount Stores names. DG ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	13,700	$1,551,662
2	COST	Costco Wholesale Corp /New	984	$920,502
3	DG	Dollar General Corp This page	3,463	$398,625
4	DLTR	Dollar Tree, Inc.	1,944	$235,126

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,625	3,463	+70.2%	Shares	Sole	2026-08-10
2025-12-31	$270,186	2,035	-2.5%	Shares	Sole	2026-02-11
2025-09-30	$215,794	2,088	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$239,511	2,094	+25.5%	Shares	Sole	2025-08-13
2023-12-31	$226,764	1,668	-33.7%	Shares	Sole	2024-02-06
2022-12-31	$619,811	2,517	-9.6%	Shares	Sole	2023-02-08
2022-09-30	$667,530	2,783	+4.5%	Shares	Sole	2022-11-04
2022-06-30	$653,606	2,663	+143.2%	Shares	Sole	2022-08-12
2022-03-31	$243,779	1,095	-71.3%	Shares	Sole	2022-05-13
2021-12-31	$898,983	3,812	-13.3%	Shares	Sole	2022-02-15
2021-09-30	$932,991	4,398	+7.7%	Shares	Sole	2022-02-15
2021-06-30	$883,953	4,085	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.