Position in DG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,755
-$2,048 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,028
of 1,127 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $2,942,541 across 4 Discount Stores names. DG ranks #4 (0.2% of the industry book) .
All Filings in DG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,755 | 50 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $7,803 | 50 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||