Independent Advisor Alliance

Position in DG — Dollar General Corp

CIK 1696899 CHARLOTTE, NC

Position in DG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$455,259

-$1,197,462 QoQ

Shares Held

3,955

-71.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#646

of 1,127 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $61,896,983 across 5 Discount Stores names. DG ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	281,716	$31,907,153
2	COST	Costco Wholesale Corp /New	24,635	$23,045,302
3	TGT	Target Corp	46,308	$6,048,286
4	DG	Dollar General Corp This page	3,955	$455,259
5	DLTR	Dollar Tree, Inc.	3,646	$440,983

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,259	3,955	-71.6%	Shares	Sole	2026-08-12
2026-03-31	$1,652,721	13,920	+33.3%	Shares	Sole	2026-05-12
2025-12-31	$1,386,782	10,445	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$1,045,384	10,115	+169.2%	Shares	Sole	2025-11-04
2025-06-30	$429,724	3,757	-11.5%	Shares	Sole	2025-08-11
2025-03-31	$373,086	4,243	-2.9%	Shares	Sole	2025-05-12
2024-12-31	$331,257	4,369	+1.2%	Shares	Sole	2025-02-07
2024-09-30	$365,087	4,317	-1.3%	Shares	Sole	2024-11-13
2024-06-30	$578,108	4,372	+10.1%	Shares	Sole	2024-08-12
2024-03-31	$619,870	3,972	-12.5%	Shares	Sole	2024-05-08
2023-12-31	$616,941	4,538	-12.7%	Shares	Sole	2024-02-08
2023-09-30	$549,736	5,196	-9.8%	Shares	Sole	2023-10-24
2023-06-30	$978,102	5,761	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$1,250,342	5,941	-4.3%	Shares	Sole	2023-05-12
2022-09-30	$1,489,290	6,209	+0.1%	Shares	Sole	2022-11-04
2022-06-30	$1,522,218	6,202	+8.5%	Shares	Sole	2022-08-04
2022-03-31	$1,272,553	5,716	-1.5%	Shares	Sole	2022-05-06
2021-12-31	$1,368,049	5,801	-10.3%	Shares	Sole	2022-02-11
2021-09-30	$1,371,909	6,467	+7.8%	Shares	Sole	2021-11-01
2021-06-30	$1,297,907	5,998	+0.8%	Shares	Sole	2021-08-12
2021-03-31	$1,205,589	5,950	-40.7%	Shares	Sole	2021-05-14
2020-12-31	$2,110,360	10,035	-1.6%	Shares	Sole	2021-02-11
2020-09-30	$2,137,285	10,196	+96.9%	Shares	Sole	2020-11-04
2020-06-30	$986,270	5,177	+21.6%	Shares	Sole	2020-08-06
2020-03-31	$643,000	4,258	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.