FORTEM FINANCIAL GROUP, LLC

Position in DG — Dollar General Corp

CIK 1766509 PALM DESERT, CA

Position in DG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,175,924

+$159,889 QoQ

Shares Held

18,903

+11.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#382

of 1,127 holders

Holding Since

Sep 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,449,816 across 3 Discount Stores names. DG ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp This page	18,903	$2,175,924
2	COST	Costco Wholesale Corp /New	1,502	$1,405,075
3	WMT	Walmart Inc.	7,671	$868,817

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,175,924	18,903	+11.3%	Shares	Sole	2026-07-20
2026-03-31	$2,016,035	16,980	+4.8%	Shares	Sole	2026-04-16
2025-12-31	$2,151,006	16,201	+710.1%	Shares	Sole	2026-02-04
2025-09-30	$206,700	2,000	0.0%	Shares	Sole	2025-11-04
2025-06-30	$228,760	2,000	0.0%	Shares	Sole	2025-08-12
2023-09-30	$211,600	2,000	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.