Skip to main content

Ascentis Independent Advisors

Position in DG — Dollar General Corp

CIK 1845003 DALLAS, TX

Position in DG

as of Mar 31, 2026 · filed Apr 28, 2026
Position Value
$7,479
+$3,758 QoQ
Shares Held
63
+43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2021
5 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, 2026

Ascentis Independent Advisors holds $105,986 across 3 Discount Stores names.

# Ticker Company Shares Value (USD) Open

All Filings in DG

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,479 63
2024-09-30 $3,721 44
2023-06-30 $362,310 2,134
2023-03-31 $427,865 2,033
2021-03-31 $226,731 1,119