Position in DG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$291,573
-$266,339 QoQ
Shares Held
2,533
-46.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#743
of 1,127 holders
Holding Since
Mar 2022
7 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, 2026Aaron Wealth Advisors LLC holds $17,927,677 across 5 Discount Stores names. DG ranks #5 (1.6% of the industry book) .
All Filings in DG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,573 | 2,533 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $557,912 | 4,699 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $953,023 | 7,178 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,033,810 | 10,003 | Shares | Sole | 2025-10-03 | |
| 2023-09-30 | $874,648 | 8,267 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,398,987 | 8,240 | Shares | Sole | 2023-07-26 | |
| 2022-03-31 | $370,000 | 82,373 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||