Symphony Financial, Ltd. Co.

Position in DG — Dollar General Corp

CIK 1800687 HOUSTON, TX

Position in DG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$212,723

-$76,147 QoQ

Shares Held

1,848

-24.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#823

of 1,131 holders

Holding Since

Jun 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Symphony Financial, Ltd. Co. holds $10,273,591 across 3 Discount Stores names. DG ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	54,586	$6,182,410
2	COST	Costco Wholesale Corp /New	4,146	$3,878,458
3	DG	Dollar General Corp This page	1,848	$212,723

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,723	1,848	-24.0%	Shares	Sole	2026-08-04
2026-03-31	$288,870	2,433	+5.7%	Shares	Sole	2026-05-01
2025-12-31	$305,636	2,302	+15.3%	Shares	Sole	2026-02-11
2025-09-30	$206,286	1,996	+59.7%	Shares	Sole	2025-10-31
2021-06-30	$270,487	1,250	-17.1%	Shares	Sole	2021-07-13
2021-03-31	$305,348	1,507	-57.2%	Shares	Sole	2021-04-15
2020-12-31	$739,625	3,517	+5.1%	Shares	Sole	2021-01-13
2020-09-30	$701,178	3,345	+25.4%	Shares	Sole	2020-10-09
2020-06-30	$508,090	2,667	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.