WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in DG — Dollar General Corp
CIK 1812177
HIGHLAND PARK, IL
Position in DG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,897,815
-$33,991 QoQ
Shares Held
42,549
+2.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#281
of 1,125 holders
Holding Since
Sep 2023
12 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $6,060,589 across 3 Discount Stores names. DG ranks #1 (80.8% of the industry book) .
All Filings in DG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,897,815 | 42,549 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,931,806 | 41,538 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,503,183 | 41,449 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,267,631 | 41,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,935,497 | 43,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,770,438 | 42,880 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $810,743 | 10,693 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,092,132 | 36,563 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,799,552 | 36,297 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,782,023 | 37,050 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,048,911 | 37,138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,894,074 | 36,806 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||