Robertson Stephens Wealth Management, LLC
Position in DG — Dollar General Corp
CIK 1767307
San Francisco, CA
Position in DG
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$201,009
-$539,980 QoQ
Shares Held
1,693
-69.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 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, 2026Robertson Stephens Wealth Management, LLC holds $28,194,889 across 3 Discount Stores names.
All Filings in DG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,009 | 1,693 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $740,989 | 5,581 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $406,578 | 3,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $457,062 | 3,996 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $358,754 | 4,080 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $407,456 | 5,374 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $400,777 | 4,739 | Shares | Sole | 2024-11-12 | |
| 2020-09-30 | $299,337 | 1,428 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||