Position in DG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$435,461
-$98,705 QoQ
Shares Held
3,783
-15.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#660
of 1,127 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MBL Wealth, LLC holds $4,875,721 across 3 Discount Stores names. DG ranks #3 (8.9% of the industry book) .
All Filings in DG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,461 | 3,783 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $534,166 | 4,499 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $367,905 | 2,771 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||