Position in DG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,978,316
+$3,978,232 QoQ
Shares Held
34,561
+3456000.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#309
of 1,127 holders
Holding Since
Dec 2020
17 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, 2026SOA Wealth Advisors, LLC. holds $12,201,416 across 4 Discount Stores names. DG ranks #2 (32.6% of the industry book) .
All Filings in DG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,978,316 | 34,561 | Shares | Sole | 2026-07-21 | |
| 2024-09-30 | $84 | 1 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $925 | 7 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,560 | 10 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,359 | 10 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,058 | 10 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,697 | 10 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,104 | 10 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,462 | 10 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,398 | 10 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,454 | 10 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,930 | 103 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $24,290 | 103 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $21,850 | 103 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $21,422 | 99 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,915 | 44 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $10,725 | 51 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||