Sound Income Strategies, LLC

Position in DG — Dollar General Corp

CIK 1730960 Ft Lauderdale, FL

Position in DG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$6,292

-$744 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sound Income Strategies, LLC holds $4,087,386 across 2 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)	Open
1	WMT	Walmart Inc.	21,271	$2,409,153
2	COST	Costco Wholesale Corp /New	1,794	$1,678,233

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,292	53	0.0%	Shares	Sole	2026-04-27
2025-12-31	$7,036	53	+29.3%	Shares	Sole	2026-01-21
2025-09-30	$4,237	41	0.0%	Shares	Sole	2025-10-10
2025-06-30	$4,689	41	+13.9%	Shares	Sole	2025-07-17
2025-03-31	$3,165	36	0.0%	Shares	Sole	2025-04-17
2024-12-31	$2,729	36	0.0%	Shares	Sole	2025-01-21
2024-09-30	$3,044	36	0.0%	Shares	Sole	2024-10-10
2024-06-30	$4,760	36	-52.6%	Shares	Sole	2024-07-12
2024-03-31	$11,860	76	0.0%	Shares	Sole	2024-04-15
2023-12-31	$10,332	76	-20.8%	Shares	Sole	2024-01-10
2023-09-30	$10,156	96	0.0%	Shares	Sole	2023-10-12
2023-06-30	$16,298	96	+11.6%	Shares	Sole	2023-07-10
2023-03-31	$18,099	86	+11.7%	Shares	Sole	2023-04-10
2022-12-31	$18,961	77	+16.7%	Shares	Sole	2023-01-11
2022-09-30	$15,830	66	0.0%	Shares	Sole	2022-10-18
2022-06-30	$16,199	66	0.0%	Shares	Sole	2022-07-11
2022-03-31	$14,693	66	0.0%	Shares	Sole	2022-04-11
2021-12-31	$15,564	66	-33.3%	Shares	Sole	2022-01-13
2021-09-30	$21,001	99	+76.8%	Shares	Sole	2021-10-12
2021-06-30	$12,117	56	-34.1%	Shares	Sole	2021-07-13
2021-03-31	$17,222	85	0.0%	Shares	Sole	2021-04-14
2020-12-31	$17,875	85	0.0%	Shares	Sole	2021-01-11
2020-09-30	$17,817	85	-37.5%	Shares	Sole	2020-10-08
2020-06-30	$25,909	136	0.0%	Shares	Sole	2020-07-13
2020-03-31	$20,537	136	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.