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Equibles

Concord Wealth Partners

Position in DG — Dollar General Corp

CIK 1814214 ABINGDON, VA
Back to DG Full portfolio

Position in DG

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$47,195
+$33,918 QoQ
Shares Held
410
+310.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#892
of 1,127 holders
Holding Since
Dec 2020
21 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, 2026

Concord Wealth Partners holds $5,792,815 across 5 Discount Stores names. DG ranks #3 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WMT
Walmart Inc.
 27,789 $3,147,382
2 COST
Costco Wholesale Corp /New
 2,742 $2,565,058
3 DG
Dollar General Corp
This page 		410 $47,195
4 TGT
Target Corp
 217 $28,342
5 DLTR
Dollar Tree, Inc.
 40 $4,838

All Filings in DG

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $47,195 410
2025-12-31 $13,277 100
2025-09-30 $10,335 100
2025-06-30 $11,438 100
2025-03-31 $8,793 100
2024-12-31 $7,582 100
2024-09-30 $8,457 100
2024-06-30 $13,223 100
2024-03-31 $15,606 100
2023-12-31 $13,595 100
2023-09-30 $10,580 100
2023-06-30 $16,978 100
2023-03-31 $21,046 100
2022-12-31 $24,625 100
2022-06-30 $29,207 119
2022-03-31 $26,492 119
2021-12-31 $28,063 119
2021-09-30 $21,214 100
2021-06-30 $21,639 100
2021-03-31 $20,869 103
2020-12-31 $52,575 250

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