Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$339,114
-$57,325 QoQ
Shares Held
2,946
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#714
of 1,127 holders
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, 2026Western Wealth Management, LLC holds $29,366,094 across 5 Discount Stores names. DG ranks #3 (1.2% of the industry book) .
All Filings in DG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,114 | 2,946 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $396,439 | 3,339 | Shares | Sole | 2026-05-19 | |
| 2023-12-31 | $281,144 | 2,068 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $937,015 | 5,519 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,373,041 | 6,524 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $1,606,535 | 6,524 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,248,663 | 13,544 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,220,909 | 13,123 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,954,967 | 13,273 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,650,102 | 6,997 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,514,297 | 6,998 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,372,345 | 6,773 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,374,520 | 6,536 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,281,826 | 6,115 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $847,388 | 4,448 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $504,524 | 3,341 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||