Position in DG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$817,971
-$67,873 QoQ
Shares Held
7,106
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#527
of 1,127 holders
Holding Since
Mar 2025
6 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, 2026Avantra Family Wealth, Inc. holds $2,223,129 across 3 Discount Stores names. DG ranks #1 (36.8% of the industry book) .
All Filings in DG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,971 | 7,106 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $885,844 | 7,461 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $754,133 | 5,680 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $556,436 | 5,384 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $634,465 | 5,547 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $535,757 | 6,093 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||