Position in DG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$250,364
-$118,055 QoQ
Shares Held
2,175
-29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#783
of 1,127 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Net Worth Advisory Group holds $3,708,854 across 3 Discount Stores names. DG ranks #3 (6.8% of the industry book) .
All Filings in DG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,364 | 2,175 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $368,419 | 3,103 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $347,724 | 2,619 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $275,531 | 2,666 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||