Position in DG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,511
-$362 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,127 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $3,498,617 across 6 Discount Stores names. DG ranks #3 (0.3% of the industry book) .
All Filings in DG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,511 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,873 | 100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $733,155 | 5,522 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,335 | 100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,517,479 | 13,267 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,793 | 100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,582 | 100 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,457 | 100 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $13,223 | 100 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $15,606 | 100 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,190 | 200 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $10,580 | 100 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $20,962 | 100 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||