Legacy Financial Advisors, Inc.

Position in DG — Dollar General Corp

CIK 1730810 COVINGTON, KY

Position in DG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$212,493

-$52,156 QoQ

Shares Held

1,846

-17.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#822

of 1,127 holders

Holding Since

Jun 2022

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Financial Advisors, Inc. holds $5,874,799 across 4 Discount Stores names. DG ranks #4 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	31,467	$3,563,952
2	COST	Costco Wholesale Corp /New	1,921	$1,797,037
3	TGT	Target Corp	2,307	$301,317
4	DG	Dollar General Corp This page	1,846	$212,493

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,493	1,846	-17.2%	Shares	Sole	2026-08-05
2026-03-31	$264,649	2,229	+1.2%	Shares	Sole	2026-04-30
2025-12-31	$292,492	2,203	+127.6%	Shares	Sole	2026-02-04
2022-12-31	$238,370	968	+10.5%	Shares	Sole	2023-02-06
2022-09-30	$210,117	876	+5.7%	Shares	Sole	2022-11-09
2022-06-30	$203,469	829	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.