Position in DG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,978
-$786 QoQ
Shares Held
217
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#925
of 1,127 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Center for Financial Planning, Inc. holds $1,702,185 across 4 Discount Stores names. DG ranks #4 (1.5% of the industry book) .
All Filings in DG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,978 | 217 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $25,764 | 217 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,811 | 217 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,426 | 217 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,820 | 217 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $19,080 | 217 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,452 | 217 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,351 | 217 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $28,693 | 217 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $33,865 | 217 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $29,501 | 217 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $22,958 | 217 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,697 | 10 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,104 | 10 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,462 | 10 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,398 | 10 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,454 | 10 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,226 | 10 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,358 | 10 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,121 | 10 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,163 | 10 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,026 | 10 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $2,265 | 15 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||