Position in DG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,425,353
+$1,420,605 QoQ
Shares Held
12,005
+22131.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Bellwether Advisors, LLC holds $1,536,041 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
1,642 | $1,536,041 |
All Filings in DG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,425,353 | 12,005 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $4,748 | 54 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $968,448 | 12,773 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $1,052 | 5 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,231 | 5 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,199 | 5 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,227 | 5 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,671 | 12 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,829 | 12 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $2,545 | 12 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,081 | 5 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,013 | 5 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||