Strategic Wealth Partners, Ltd.

Position in DG — Dollar General Corp

CIK 1720777 INDEPENDENCE, OH

Position in DG

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

Position Value

$338,078

-$24,048 QoQ

Shares Held

2,937

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#716

of 1,127 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Strategic Wealth Partners, Ltd. holds $16,751,575 across 5 Discount Stores names. DG ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	126,145	$14,287,182
2	COST	Costco Wholesale Corp /New	1,864	$1,743,716
3	TGT	Target Corp	2,921	$381,511
4	DG	Dollar General Corp This page	2,937	$338,078
5	DLTR	Dollar Tree, Inc.	9	$1,088

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,078	2,937	-3.7%	Shares	Sole	2026-08-12
2026-03-31	$362,126	3,050	-12.3%	Shares	Sole	2026-05-12
2025-12-31	$461,641	3,477	+15.7%	Shares	Sole	2026-05-12
2025-09-30	$310,670	3,006	+8.4%	Shares	Sole	2025-11-14
2025-06-30	$317,290	2,774	-85.8%	Shares	Sole	2025-08-11
2024-12-31	$1,479,096	19,508	-56.3%	Shares	Sole	2025-02-14
2024-09-30	$3,775,881	44,648	+2325.2%	Shares	Sole	2024-10-08
2023-12-31	$250,283	1,841	-18.1%	Shares	Sole	2024-05-20
2023-09-30	$237,944	2,249	+128.8%	Shares	Sole	2024-05-20
2023-03-31	$206,882	983	+4.2%	Shares	Sole	2023-04-24
2022-12-31	$232,213	943	0.0%	Shares	Sole	2023-04-24
2022-09-30	$226,187	943	+1.6%	Shares	Sole	2023-04-24
2022-06-30	$227,768	928	-71.4%	Shares	Sole	2022-08-22
2021-12-31	$766,211	3,249	-12.2%	Shares	Sole	2022-02-11
2021-09-30	$785,130	3,701	+117.5%	Shares	Sole	2021-11-12
2021-06-30	$368,295	1,702	-8.5%	Shares	Sole	2021-08-25
2020-09-30	$389,893	1,860	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.