BURKETT FINANCIAL SERVICES, LLC

Position in DG — Dollar General Corp

CIK 1762716 ROCK HILL, SC

Position in DG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$3,223

-$101 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,055

of 1,127 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $1,120,607 across 5 Discount Stores names. DG ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	9,712	$1,099,981
2	DLTR	Dollar Tree, Inc.	100	$12,095
3	COST	Costco Wholesale Corp /New	4	$3,741
4	DG	Dollar General Corp This page	28	$3,223
5	TGT	Target Corp	12	$1,567

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,223	28	0.0%	Shares	Sole	2026-07-02
2026-03-31	$3,324	28	0.0%	Shares	Sole	2026-04-01
2025-12-31	$3,717	28	0.0%	Shares	Sole	2026-01-05
2025-09-30	$2,893	28	0.0%	Shares	Sole	2025-11-24
2025-06-30	$3,202	28	0.0%	Shares	Sole	2025-07-01
2025-03-31	$2,462	28	+3.7%	Shares	Sole	2025-04-11
2024-12-31	$2,047	27	0.0%	Shares	Sole	2025-01-06
2024-09-30	$2,283	27	-86.0%	Shares	Sole	2024-10-08
2024-06-30	$25,520	193	+0.5%	Shares	Sole	2024-07-10
2024-03-31	$29,963	192	+0.5%	Shares	Sole	2024-04-01
2023-12-31	$25,966	191	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.