Perigon Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1575239 SAN FRANCISCO, CA

Position in DG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$599,377

-$78,096 QoQ

Shares Held

5,207

-8.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#597

of 1,127 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Consumer Defensive · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $39,323,548 across 5 Discount Stores names. DG ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	22,257	$20,820,755
2	WMT	Walmart Inc.	143,878	$16,295,622
3	TGT	Target Corp	10,731	$1,401,575
4	DG	Dollar General Corp This page	5,207	$599,377
5	DLTR	Dollar Tree, Inc.	1,705	$206,219

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,377	5,207	-8.7%	Shares	Sole	2026-08-07
2026-03-31	$677,473	5,706	-28.3%	Shares	Sole	2026-04-10
2025-12-31	$1,055,919	7,953	-16.8%	Shares	Sole	2026-01-16
2025-09-30	$987,922	9,559	+36.5%	Shares	Sole	2025-10-17
2025-06-30	$800,774	7,001	+2.6%	Shares	Sole	2025-07-16
2025-03-31	$599,946	6,823	-5.9%	Shares	Sole	2025-04-23
2024-12-31	$549,695	7,250	+265.8%	Shares	Sole	2025-01-22
2024-06-30	$262,079	1,982	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$314,148	2,013	-2.6%	Shares	Sole	2024-04-29
2023-12-31	$280,872	2,066	+1.9%	Shares	Sole	2024-01-29
2023-09-30	$214,456	2,027	+31.1%	Shares	Sole	2023-10-30
2023-06-30	$262,479	1,546	+55.2%	Shares	Sole	2023-08-02
2023-03-31	$209,618	996	-21.1%	Shares	Sole	2023-05-03
2022-12-31	$311,013	1,263	+4.2%	Shares	Sole	2023-05-01
2022-09-30	$290,710	1,212	+0.5%	Shares	Sole	2022-12-13
2022-06-30	$296,000	1,206	+17.1%	Shares	Sole	2022-08-11
2022-03-31	$229,308	1,030	+7.4%	Shares	Sole	2022-05-16
2021-12-31	$226,160	959	-16.0%	Shares	Sole	2022-02-11
2021-09-30	$242,263	1,142	-26.7%	Shares	Sole	2021-11-01
2021-06-30	$336,919	1,557	+103.0%	Shares	Sole	2021-07-19
2020-12-31	$161,300	767	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.