Soltis Investment Advisors LLC

Position in DG — Dollar General Corp

CIK 1802530 ST. GEORGE, UT

Position in DG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$249,098

+$43,814 QoQ

Shares Held

2,164

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#784

of 1,127 holders

Holding Since

Sep 2023

5 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Consumer Defensive · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $11,999,397 across 5 Discount Stores names. DG ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	50,617	$5,732,881
2	COST	Costco Wholesale Corp /New	5,709	$5,340,598
3	TGT	Target Corp	3,404	$444,596
4	DG	Dollar General Corp This page	2,164	$249,098
5	DLTR	Dollar Tree, Inc.	1,920	$232,224

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,098	2,164	+25.2%	Shares	Sole	2026-07-31
2026-03-31	$205,284	1,729	+7.2%	Shares	Sole	2026-04-27
2025-12-31	$214,158	1,613	-37.1%	Shares	Sole	2026-04-02
2023-12-31	$348,575	2,564	-8.7%	Shares	Sole	2024-01-26
2023-09-30	$297,086	2,808	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.