Global Retirement Partners, LLC
PensionPosition in DG — Dollar General Corp
CIK 1749744
San Rafael, CA
Position in DG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$627,809
-$106,674 QoQ
Shares Held
5,454
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#583
of 1,127 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Global Retirement Partners, LLC holds $43,103,700 across 9 Discount Stores names. DG ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
177,876 | $20,146,235 | |
| 2 | COST |
Costco Wholesale Corp /New
|
20,651 | $19,318,390 | |
| 3 | TGT |
Target Corp
|
13,871 | $1,811,691 | |
| 4 | DG |
Dollar General Corp
This page
|
5,454 | $627,809 | |
| 5 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
4,482 | $390,920 | |
| 6 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
3,861 | $296,833 | |
| 7 | PSMT |
Pricesmart Inc
|
1,091 | $213,115 | |
| 8 | TBBB |
Bbb Foods Inc
|
4,112 | $171,347 |
All Filings in DG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,809 | 5,454 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $734,483 | 5,532 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $176,315 | 1,706 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,359 | 484 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $17,211 | 227 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,241 | 263 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $67,172 | 508 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $98,473 | 631 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $96,388 | 709 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $68,029 | 643 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $173,345 | 1,021 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $195,306 | 928 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $180,501 | 733 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $142,236 | 593 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $125,419 | 511 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $105,526 | 474 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $39,458 | 186 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $38,517 | 178 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $34,040 | 168 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $63,931 | 304 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,183,304 | 5,645 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,031,992 | 5,417 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $915,120 | 6,060 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||