Legacy Wealth Asset Management, LLC

Position in DG — Dollar General Corp

CIK 1846151 WOODBURY, MN

Position in DG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$539,750

-$28,610 QoQ

Shares Held

4,689

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#614

of 1,127 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $1,918,961 across 5 Discount Stores names. DG ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp This page	4,689	$539,750
2	PSMT	Pricesmart Inc	2,594	$506,711
3	BJ	BJ's Wholesale Club Holdings, Inc.	4,427	$386,122
4	OLLI	Ollie's Bargain Outlet Holdings, Inc.	3,394	$260,930
5	COST	Costco Wholesale Corp /New	241	$225,448

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$539,750	4,689	-2.0%	Shares	Sole	2026-07-09
2026-03-31	$568,360	4,787	+1.2%	Shares	Sole	2026-04-08
2025-12-31	$628,267	4,732	+32.5%	Shares	Sole	2026-01-12
2025-09-30	$369,166	3,572	-82.4%	Shares	Sole	2025-10-14
2025-06-30	$2,326,146	20,337	+0.4%	Shares	Sole	2025-07-30
2025-03-31	$1,781,022	20,255	+35.2%	Shares	Sole	2025-04-09
2024-12-31	$1,135,935	14,982	-15.0%	Shares	Sole	2025-01-15
2024-09-30	$1,490,630	17,626	+5.7%	Shares	Sole	2024-10-23
2024-06-30	$2,205,860	16,682	+630.7%	Shares	Sole	2024-08-14
2024-03-31	$356,284	2,283	+4.8%	Shares	Sole	2024-04-19
2023-12-31	$296,235	2,179	+13.9%	Shares	Sole	2024-01-10
2023-09-30	$202,395	1,913	+4.2%	Shares	Sole	2023-11-01
2023-06-30	$311,716	1,836	+1.7%	Shares	Sole	2023-08-04
2023-03-31	$379,880	1,805	+1.1%	Shares	Sole	2023-04-24
2022-12-31	$439,802	1,786	+1.3%	Shares	Sole	2023-02-02
2022-09-30	$422,873	1,763	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.