Summit Financial, LLC

Position in DG — Dollar General Corp

CIK 1765536 PARSIPPANY, NJ

Position in DG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$279,947

+$25,034 QoQ

Shares Held

2,432

+13.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#754

of 1,127 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $58,832,794 across 5 Discount Stores names. DG ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	286,143	$32,408,556
2	COST	Costco Wholesale Corp /New	26,539	$24,826,438
3	TGT	Target Corp	8,309	$1,085,238
4	DG	Dollar General Corp This page	2,432	$279,947
5	BJ	BJ's Wholesale Club Holdings, Inc.	2,667	$232,615

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,947	2,432	+13.3%	Shares	Sole	2026-08-12
2026-03-31	$254,913	2,147	+14.0%	Shares	Sole	2026-05-15
2025-12-31	$250,138	1,884	+0.2%	Shares	Sole	2026-02-13
2025-06-30	$215,148	1,881	-18.5%	Shares	Sole	2025-08-13
2025-03-31	$203,030	2,309	+4.1%	Shares	Sole	2025-05-14
2024-06-30	$293,418	2,219	+21.2%	Shares	Sole	2024-07-31
2024-03-31	$285,745	1,831	-45.8%	Shares	Sole	2024-04-24
2023-06-30	$573,516	3,378	-6.3%	Shares	Sole	2023-08-11
2023-03-31	$758,708	3,605	+4.5%	Shares	Sole	2023-05-03
2022-12-31	$849,316	3,449	+2.0%	Shares	Sole	2023-02-07
2022-09-30	$810,966	3,381	+10.3%	Shares	Sole	2022-11-15
2022-06-30	$752,273	3,065	-4.2%	Shares	Sole	2022-08-12
2022-03-31	$711,970	3,198	+9.7%	Shares	Sole	2022-05-10
2021-12-31	$687,208	2,914	+25.3%	Shares	Sole	2022-02-07
2021-09-30	$493,225	2,325	+87.8%	Shares	Sole	2021-11-08
2021-06-30	$267,890	1,238	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.