Position in DG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,136
-$225 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,015
of 1,127 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $741,368 across 4 Discount Stores names. DG ranks #4 (1.0% of the industry book) .
All Filings in DG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,136 | 62 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,361 | 62 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,231 | 62 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $24,390 | 236 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $26,993 | 236 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,751 | 236 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $30,276 | 358 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $47,338 | 358 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $55,869 | 358 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $155,934 | 1,147 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||