Position in DG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$75,037
-$565,158 QoQ
Shares Held
632
-89.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026MBM WEALTH CONSULTANTS, LLC holds $2,162,806 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
2,312 | $2,162,806 |
All Filings in DG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,037 | 632 | Shares | Sole | 2026-04-20 | |
| 2023-09-30 | $640,195 | 6,051 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $695,249 | 4,095 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $777 | 3,320 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $817,550 | 3,320 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $825,118 | 3,440 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $880,638 | 3,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $773,861 | 3,476 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $769,984 | 3,265 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $603,114 | 2,843 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $581,656 | 2,688 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $530,459 | 2,618 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $502,827 | 2,391 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $535,579 | 2,555 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $467,702 | 2,455 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $526,722 | 3,488 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||