Position in DG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,154,437
-$139,244 QoQ
Shares Held
10,029
-8.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#471
of 1,131 holders
Holding Since
Mar 2020
21 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, 2026Arkadios Wealth Advisors holds $57,884,485 across 5 Discount Stores names. DG ranks #4 (2.0% of the industry book) .
All Filings in DG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,437 | 10,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,293,681 | 10,896 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,407,228 | 10,599 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,209,607 | 11,704 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,356,317 | 11,858 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $995,542 | 11,322 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $608,682 | 8,028 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $342,170 | 4,046 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,000,981 | 7,570 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,526,578 | 9,782 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $508,317 | 3,739 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $310,205 | 2,932 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $303,566 | 1,788 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $374,829 | 1,781 | Shares | Sole | 2023-05-02 | |
| 2021-09-30 | $102,251 | 482 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $65,349 | 302 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $32,013 | 158 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $27,969 | 133 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $67,078 | 320 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $63,058 | 331 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $17,668 | 117 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||