Position in DG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$273,553
+$37,603 QoQ
Shares Held
2,304
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Dakota Wealth Management holds $62,647,881 across 3 Discount Stores names.
All Filings in DG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,553 | 2,304 | Shares | Defined | 2026-05-07 | |
| 2024-09-30 | $235,950 | 2,790 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $393,252 | 2,974 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $512,501 | 3,284 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $402,547 | 2,961 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $310,628 | 2,936 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $489,135 | 2,881 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $579,606 | 2,754 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $640,250 | 2,600 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $579,741 | 2,417 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $566,720 | 2,309 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $474,424 | 2,131 | Shares | Other | 2022-05-13 | |
| 2020-12-31 | $293,578 | 1,396 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $291,580 | 1,391 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $248,424 | 1,304 | Shares | Other | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||