Pinnacle Wealth Planning Services, Inc.
Position in DG — Dollar General Corp
CIK 1726752
MANSFIELD, OH
Position in DG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,202
+$3,450 QoQ
Shares Held
523
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#881
of 1,127 holders
Holding Since
Mar 2020
19 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, 2026Pinnacle Wealth Planning Services, Inc. holds $7,172,541 across 8 Discount Stores names. DG ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
35,826 | $4,057,652 | |
| 2 | COST |
Costco Wholesale Corp /New
|
2,352 | $2,200,225 | |
| 3 | TGT |
Target Corp
|
4,173 | $545,035 | |
| 4 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
1,373 | $119,753 | |
| 5 | PSMT |
Pricesmart Inc
|
608 | $118,766 | |
| 6 | DLTR |
Dollar Tree, Inc.
|
578 | $69,909 | |
| 7 | DG |
Dollar General Corp
This page
|
523 | $60,202 | |
| 8 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
13 | $999 |
All Filings in DG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,202 | 523 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $56,752 | 478 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $62,932 | 474 | Shares | Sole | 2026-02-13 | |
| 2024-06-30 | $201,518 | 1,524 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $247,355 | 1,585 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $214,936 | 1,581 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $497,947 | 2,366 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $603,804 | 2,452 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $585,977 | 2,443 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $618,999 | 2,522 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $581,286 | 2,611 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $524,249 | 2,223 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $464,374 | 2,189 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $455,068 | 2,103 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $383,964 | 1,895 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $404,196 | 1,922 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $419,449 | 2,001 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $394,545 | 2,071 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $322,859 | 2,138 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||