OneDigital Investment Advisors LLC

Position in DG — Dollar General Corp

CIK 1690370 OVERLAND PARK, KS

Position in DG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$324,725

-$32,771 QoQ

Shares Held

2,821

-6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#720

of 1,125 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $38,644,677 across 6 Discount Stores names. DG ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	17,593	$16,457,723
2	WMT	Walmart Inc.	141,973	$16,079,861
3	TGT	Target Corp	28,139	$3,675,234
4	BJ	BJ's Wholesale Club Holdings, Inc.	19,401	$1,692,155
5	DLTR	Dollar Tree, Inc.	3,431	$414,979
6	DG	Dollar General Corp This page	2,821	$324,725

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,725	2,821	-6.3%	Shares	Sole	2026-08-07
2026-03-31	$357,496	3,011	-15.3%	Shares	Sole	2026-05-08
2025-12-31	$471,997	3,555	+65.1%	Shares	Sole	2026-02-13
2025-09-30	$222,512	2,153	+4.6%	Shares	Sole	2025-11-10
2025-06-30	$235,508	2,059	-14.0%	Shares	Sole	2025-08-07
2024-03-31	$373,451	2,393	+35.7%	Shares	Sole	2024-05-10
2023-12-31	$239,815	1,764	-49.2%	Shares	Sole	2024-02-13
2023-09-30	$367,337	3,472	+141.1%	Shares	Sole	2023-11-14
2023-06-30	$244,483	1,440	+32.1%	Shares	Sole	2023-08-07
2023-03-31	$229,401	1,090	-1.6%	Shares	Sole	2023-05-10
2022-03-31	$246,674	1,108	-40.3%	Shares	Sole	2022-05-05
2021-12-31	$437,464	1,855	+4.4%	Shares	Sole	2022-02-23
2021-09-30	$376,760	1,776	-17.3%	Shares	Sole	2021-11-05
2021-06-30	$464,589	2,147	+95.9%	Shares	Sole	2021-08-09
2021-03-31	$222,071	1,096	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.