LAKE STREET PRIVATE WEALTH, LLC

Position in DG — Dollar General Corp

CIK 1772031 CHICAGO, IL

Position in DG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$236,781

-$7,446 QoQ

Shares Held

2,057

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#797

of 1,127 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $10,298,492 across 4 Discount Stores names. DG ranks #4 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	8,039	$7,520,243
2	WMT	Walmart Inc.	16,272	$1,842,966
3	TGT	Target Corp	5,348	$698,502
4	DG	Dollar General Corp This page	2,057	$236,781

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,781	2,057	0.0%	Shares	Sole	2026-08-10
2026-03-31	$244,227	2,057	0.0%	Shares	Sole	2026-04-13
2025-12-31	$273,107	2,057	0.0%	Shares	Sole	2026-01-07
2025-09-30	$212,590	2,057	-8.9%	Shares	Sole	2025-11-10
2025-06-30	$258,155	2,257	-6.9%	Shares	Sole	2025-08-11
2024-06-30	$320,657	2,425	-0.2%	Shares	Sole	2024-07-12
2024-03-31	$379,225	2,430	+0.2%	Shares	Sole	2024-04-19
2023-12-31	$329,678	2,425	+17.9%	Shares	Sole	2024-01-10
2023-09-30	$217,630	2,057	0.0%	Shares	Sole	2023-10-20
2023-06-30	$349,237	2,057	-80.4%	Shares	Sole	2023-07-18
2023-03-31	$2,213,618	10,518	+8.5%	Shares	Sole	2023-04-17
2022-12-31	$2,386,162	9,690	+60.6%	Shares	Sole	2023-01-25
2022-09-30	$1,447,075	6,033	+81.0%	Shares	Sole	2022-10-21
2022-06-30	$818,296	3,334	+46.5%	Shares	Sole	2022-07-12
2022-03-31	$506,483	2,275	+1.2%	Shares	Sole	2022-05-09
2021-12-31	$530,145	2,248	-0.8%	Shares	Sole	2022-01-24
2021-09-30	$480,921	2,267	+5.1%	Shares	Sole	2021-10-07
2021-06-30	$466,753	2,157	0.0%	Shares	Sole	2021-07-14
2021-03-31	$437,051	2,157	0.0%	Shares	Sole	2021-04-16
2020-12-31	$453,617	2,157	+1.2%	Shares	Sole	2021-01-19
2020-09-30	$446,909	2,132	+3.6%	Shares	Sole	2020-10-09
2020-06-30	$391,879	2,057	0.0%	Shares	Sole	2020-07-14
2020-03-31	$310,627	2,057	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.