Thrive Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1847610 AUDUBON, PA

Position in DG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$320,005

-$19,206 QoQ

Shares Held

2,780

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#722

of 1,127 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,044,861 across 4 Discount Stores names. DG ranks #3 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	6,894	$780,814
2	COST	Costco Wholesale Corp /New	795	$743,698
3	DG	Dollar General Corp This page	2,780	$320,005
4	BJ	BJ's Wholesale Club Holdings, Inc.	2,297	$200,344

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,005	2,780	-2.7%	Shares	Sole	2026-07-07
2026-03-31	$339,211	2,857	-16.5%	Shares	Sole	2026-04-09
2025-12-31	$454,338	3,422	-1.6%	Shares	Sole	2026-01-12
2025-09-30	$359,554	3,479	-1.1%	Shares	Sole	2025-10-07
2025-06-30	$402,160	3,516	-3.6%	Shares	Sole	2025-07-09
2025-03-31	$320,768	3,648	-12.5%	Shares	Sole	2025-04-10
2024-09-30	$352,487	4,168	+17.5%	Shares	Sole	2024-10-04
2024-06-30	$469,152	3,548	-3.3%	Shares	Sole	2024-07-12
2024-03-31	$572,428	3,668	+36.2%	Shares	Sole	2024-04-16
2023-12-31	$366,113	2,693	+32.9%	Shares	Sole	2024-01-10
2023-09-30	$214,350	2,026	-23.6%	Shares	Sole	2023-10-13
2023-06-30	$450,086	2,651	-5.9%	Shares	Sole	2023-07-12
2023-03-31	$593,076	2,818	-1.7%	Shares	Sole	2023-04-07
2022-12-31	$705,752	2,866	+5.1%	Shares	Sole	2023-01-25
2022-09-30	$654,338	2,728	+22.8%	Shares	Sole	2022-10-24
2022-06-30	$545,367	2,222	+30.2%	Shares	Sole	2022-07-11
2022-03-31	$379,806	1,706	-14.8%	Shares	Sole	2022-05-02
2021-12-31	$472,131	2,002	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.