Sowell Financial Services LLC

Position in DG — Dollar General Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in DG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$493,821

-$11,968 QoQ

Shares Held

4,290

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#633

of 1,127 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $35,291,433 across 4 Discount Stores names. DG ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	18,885	$17,666,350
2	WMT	Walmart Inc.	134,295	$15,210,251
3	TGT	Target Corp	14,708	$1,921,011
4	DG	Dollar General Corp This page	4,290	$493,821

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,821	4,290	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$505,789	4,260	+6.8%	Shares	Sole	2026-04-20
2025-12-31	$529,619	3,989	+27.2%	Shares	Sole	2026-01-21
2025-09-30	$324,105	3,136	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$360,297	3,150	-1.0%	Shares	Sole	2025-07-14
2025-03-31	$279,793	3,182	-70.7%	Shares	Sole	2025-04-17
2023-06-30	$1,843,810	10,860	+123.3%	Shares	Sole	2023-08-14
2023-03-31	$1,023,466	4,863	-63.0%	Shares	Sole	2023-05-12
2022-12-31	$3,236,956	13,145	-5.4%	Shares	Sole	2023-02-09
2022-09-30	$3,333,814	13,899	-8.7%	Shares	Sole	2022-11-15
2022-06-30	$3,736,333	15,223	+19.7%	Shares	Sole	2022-08-15
2021-06-30	$2,751,398	12,715	-3.7%	Shares	Sole	2021-08-05
2021-03-31	$2,674,381	13,199	+3.6%	Shares	Sole	2021-05-07
2020-12-31	$2,679,852	12,743	+10.1%	Shares	Sole	2021-01-13
2020-09-30	$2,425,093	11,569	-14.8%	Shares	Sole	2020-11-12
2020-06-30	$2,585,792	13,573	-43.5%	Shares	Sole	2020-08-13
2020-03-31	$3,625,599	24,009	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.