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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in DG — Dollar General Corp

CIK 1631073 WASHINGTON, DC
Back to DG Full portfolio

Position in DG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$4,949
+$319 QoQ
Shares Held
43
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,038
of 1,127 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DG Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $366,281 across 8 Discount Stores names. DG ranks #5 (1.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMT
Walmart Inc.
 2,304 $260,951
2 COST
Costco Wholesale Corp /New
 76 $71,095
3 TGT
Target Corp
 121 $15,803
4 DLTR
Dollar Tree, Inc.
 63 $7,619
5 DG
Dollar General Corp
This page 		43 $4,949
6 PSMT
Pricesmart Inc
 18 $3,516
7 BJ
BJ's Wholesale Club Holdings, Inc.
 19 $1,657
8 OLLI
Ollie's Bargain Outlet Holdings, Inc.
 9 $691

All Filings in DG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,949 43
2026-03-31 $4,630 39
2025-12-31 $4,779 36
2025-09-30 $3,720 36
2025-06-30 $3,202 28
2025-03-31 $3,253 37
2024-12-31 $2,805 37
2024-09-30 $2,367 28
2024-06-30 $100,494 760
2024-03-31 $118,605 760
2023-12-31 $3,806 28
2023-09-30 $2,962 28
2023-06-30 $4,753 28
2023-03-31 $5,892 28
2022-12-31 $6,895 28
2022-09-30 $9,114 38
2022-06-30 $8,590 35
2022-03-31 $7,124 32
2021-12-31 $7,546 32
2021-09-30 $6,788 32
2021-06-30 $6,924 32
2021-03-31 $6,483 32
2020-12-31 $5,678 27
2020-09-30 $5,659 27
2020-06-30 $5,715 30
2020-03-31 $3,775 25

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