Golden State Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1776033 SANTA ANA, CA

Position in DG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$58,360

-$2,785 QoQ

Shares Held

507

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#882

of 1,127 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Golden State Wealth Management, LLC holds $5,949,784 across 6 Discount Stores names. DG ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,995	$3,737,201
2	WMT	Walmart Inc.	18,151	$2,055,782
3	TGT	Target Corp	543	$70,921
4	DG	Dollar General Corp This page	507	$58,360
5	DLTR	Dollar Tree, Inc.	216	$26,125
6	BJ	BJ's Wholesale Club Holdings, Inc.	16	$1,395

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,360	507	-1.6%	Shares	Sole	2026-07-22
2026-03-31	$61,145	515	-2.8%	Shares	Sole	2026-04-28
2025-12-31	$70,368	530	+0.2%	Shares	Sole	2026-02-13
2025-09-30	$54,672	529	+184.4%	Shares	Sole	2025-11-03
2025-06-30	$21,274	186	-7.5%	Shares	Sole	2025-08-06
2025-03-31	$17,673	201	0.0%	Shares	Sole	2025-04-24
2024-12-31	$15,239	201	+116.1%	Shares	Sole	2025-01-28
2020-03-31	$14,043	93	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.