44 WEALTH MANAGEMENT LLC

Position in DG — Dollar General Corp

CIK 1831187 EUGENE, OR

Position in DG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$960,823

-$693,323 QoQ

Shares Held

8,347

-40.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#495

of 1,127 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $6,877,275 across 3 Discount Stores names. DG ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	3,429	$3,207,726
2	WMT	Walmart Inc.	23,916	$2,708,726
3	DG	Dollar General Corp This page	8,347	$960,823

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$960,823	8,347	-40.1%	Shares	Sole	2026-08-14
2026-03-31	$1,654,146	13,932	-11.2%	Shares	Sole	2026-05-15
2025-12-31	$2,082,895	15,688	+18.0%	Shares	Sole	2026-02-09
2025-09-30	$1,373,521	13,290	-14.1%	Shares	Sole	2025-11-14
2025-06-30	$1,769,115	15,467	+16.4%	Shares	Sole	2025-08-15
2025-03-31	$1,168,677	13,291	+71.1%	Shares	Sole	2025-04-29
2024-12-31	$588,969	7,768	-31.2%	Shares	Sole	2025-02-03
2024-09-30	$955,133	11,294	+252.5%	Shares	Sole	2024-10-25
2023-06-30	$543,975	3,204	-0.7%	Shares	Sole	2023-07-18
2023-03-31	$678,943	3,226	+73.3%	Shares	Sole	2023-04-20
2022-12-31	$458,271	1,861	-1.1%	Shares	Sole	2023-01-20
2022-09-30	$451,176	1,881	-31.6%	Shares	Sole	2022-10-12
2022-06-30	$674,960	2,750	-0.3%	Shares	Sole	2022-07-22
2022-03-31	$614,013	2,758	-1.2%	Shares	Sole	2022-04-18
2021-12-31	$658,201	2,791	+18.2%	Shares	Sole	2022-01-13
2021-09-30	$500,862	2,361	+30.3%	Shares	Sole	2021-10-20
2021-06-30	$392,098	1,812	+67.5%	Shares	Sole	2021-07-19
2020-12-31	$227,544	1,082	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.