Position in DG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,009,744
-$63,931 QoQ
Shares Held
8,772
-3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#488
of 1,127 holders
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Everhart Financial Group, Inc. holds $10,856,281 across 4 Discount Stores names. DG ranks #3 (9.3% of the industry book) .
All Filings in DG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,744 | 8,772 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,073,675 | 9,043 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,211,260 | 9,123 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $908,756 | 8,793 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $987,556 | 8,634 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $555,190 | 6,314 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $324,054 | 4,274 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $248,460 | 1,879 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $224,882 | 1,441 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $243,048 | 987 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $320,932 | 1,338 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $268,511 | 1,094 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||