Position in DG
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$284,897
-$52,058 QoQ
Shares Held
2,475
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#747
of 1,127 holders
Holding Since
Dec 2025
3 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $3,750,737 across 4 Discount Stores names. DG ranks #4 (7.6% of the industry book) .
All Filings in DG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,897 | 2,475 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $336,955 | 2,838 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $355,956 | 2,681 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||