BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in DG — Dollar General Corp
CIK 1654599
MORRISTOWN, NJ
Position in DG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,122,092
+$316,628 QoQ
Shares Held
9,748
+43.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#475
of 1,127 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,573,117 across 5 Discount Stores names. DG ranks #2 (31.4% of the industry book) .
All Filings in DG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,092 | 9,748 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $805,464 | 6,784 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $744,441 | 5,607 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $545,481 | 5,278 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $603,697 | 5,278 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $493,375 | 5,611 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $217,391 | 1,393 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $202,701 | 1,491 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $261,960 | 2,476 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,014,129 | 53,093 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $14,580,247 | 69,278 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $21,246,696 | 86,281 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $20,618,605 | 85,961 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $20,968,675 | 85,433 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $12,854,210 | 57,738 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,678,375 | 58,001 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $12,926,963 | 60,936 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,416,921 | 71,246 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $18,138,745 | 89,521 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $18,447,095 | 87,718 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $17,987,492 | 85,810 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $16,066,279 | 84,333 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $10,913,341 | 72,269 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||