Position in DG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,151
+$13,115 QoQ
Shares Held
149
+338.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#944
of 1,127 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,505,518 across 6 Discount Stores names. DG ranks #5 (1.1% of the industry book) .
All Filings in DG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,151 | 149 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,036 | 34 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,912 | 37 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,134 | 40 | Shares | Sole | 2025-10-21 | |
| 2023-03-31 | $371,040 | 1,763 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $245,265 | 996 | Shares | Other | 2023-01-11 | |
| 2022-09-30 | $232,664 | 970 | Shares | Other | 2022-10-20 | |
| 2022-06-30 | $299,682 | 1,221 | Shares | Other | 2022-07-19 | |
| 2022-03-31 | $284,966 | 1,280 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $292,193 | 1,239 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $233,354 | 1,100 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $211,413 | 977 | Shares | Other | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||