Crewe Advisors LLC

Position in DG — Dollar General Corp

CIK 1730033 SALT LAKE CITY, UT

Position in DG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,834

-$508 QoQ

Shares Held

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,041

of 1,127 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Crewe Advisors LLC holds $3,022,567 across 6 Discount Stores names. DG ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	1,888	$1,766,167
2	WMT	Walmart Inc.	9,724	$1,101,340
3	OLLI	Ollie's Bargain Outlet Holdings, Inc.	1,504	$115,627
4	DLTR	Dollar Tree, Inc.	204	$24,673
5	TGT	Target Corp	76	$9,926
6	DG	Dollar General Corp This page	42	$4,834

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,834	42	-6.7%	Shares	Sole	2026-07-24
2026-03-31	$5,342	45	0.0%	Shares	Sole	2026-05-07
2025-12-31	$5,974	45	-81.6%	Shares	Sole	2026-01-16
2025-09-30	$25,320	245	+1.2%	Shares	Sole	2025-11-13
2025-06-30	$27,679	242	-4.0%	Shares	Sole	2025-07-30
2025-03-31	$22,158	252	+14.0%	Shares	Sole	2025-04-23
2024-12-31	$16,756	221	-51.0%	Shares	Sole	2025-01-27
2024-09-30	$38,141	451	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$59,106	447	+73.9%	Shares	Sole	2024-07-29
2024-03-31	$40,107	257	+147.1%	Shares	Sole	2024-05-14
2023-09-30	$11,003	104	+2500.0%	Shares	Sole	2023-11-09
2023-06-30	$679	4	-92.9%	Shares	Sole	2023-07-28
2023-03-31	$11,785	56	-37.8%	Shares	Sole	2023-05-12
2022-12-31	$22,162	90	-37.9%	Shares	Sole	2023-02-08
2022-09-30	$34,779	145	+62.9%	Shares	Sole	2022-11-14
2022-06-30	$21,844	89	+287.0%	Shares	Sole	2022-08-02
2021-09-30	$4,879	23	0.0%	Shares	Sole	2021-10-29
2021-06-30	$4,976	23	0.0%	Shares	Sole	2021-08-11
2021-03-31	$4,660	23	0.0%	Shares	Sole	2021-04-21
2020-12-31	$4,836	23	-51.1%	Shares	Sole	2021-01-27
2020-09-30	$9,852	47	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.