Heritage Wealth Advisors

Position in DG — Dollar General Corp

CIK 1591122 RICHMOND, VA

Position in DG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,050

-$348 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#981

of 1,127 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Heritage Wealth Advisors holds $44,624,747 across 5 Discount Stores names. DG ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	375,055	$42,478,729
2	COST	Costco Wholesale Corp /New	2,244	$2,099,194
3	DLTR	Dollar Tree, Inc.	150	$18,142
4	TGT	Target Corp	135	$17,632
5	DG	Dollar General Corp This page	96	$11,050

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,050	96	0.0%	Shares	Sole	2026-08-14
2026-03-31	$11,398	96	+152.6%	Shares	Sole	2026-05-14
2025-12-31	$5,045	38	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$3,823	37	0.0%	Shares	Sole	2025-11-13
2025-06-30	$4,232	37	0.0%	Shares	Sole	2025-08-11
2025-03-31	$3,253	37	-40.3%	Shares	Sole	2025-05-08
2024-12-31	$4,700	62	+8.8%	Shares	Sole	2025-02-12
2024-09-30	$4,820	57	-79.7%	Shares	Sole	2024-11-12
2024-06-30	$37,156	281	0.0%	Shares	Sole	2024-12-12
2024-03-31	$43,852	281	0.0%	Shares	Sole	2024-12-12
2023-12-31	$38,201	281	0.0%	Shares	Sole	2024-12-12
2023-09-30	$29,729	281	0.0%	Shares	Sole	2024-12-12
2023-06-30	$47,708	281	+0.4%	Shares	Sole	2024-12-12
2023-03-31	$58,928	280	0.0%	Shares	Sole	2023-05-04
2022-12-31	$68,950	280	-26.3%	Shares	Sole	2024-12-12
2022-09-30	$91,146	380	0.0%	Shares	Sole	2024-12-12
2022-06-30	$93,267	380	-8.0%	Shares	Sole	2022-08-04
2022-03-31	$91,946	413	0.0%	Shares	Sole	2022-05-11
2021-12-31	$97,397	413	0.0%	Shares	Sole	2022-03-28
2021-09-30	$87,613	413	+9.3%	Shares	Sole	2021-11-02
2021-06-30	$81,795	378	0.0%	Shares	Sole	2021-08-09
2021-03-31	$76,590	378	+54.3%	Shares	Sole	2021-04-27
2020-12-31	$51,523	245	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.