Position in DG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$187,399
+$95,146 QoQ
Shares Held
1,628
+109.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#842
of 1,127 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $44,517,859 across 6 Discount Stores names. DG ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
29,995 | $28,059,422 | |
| 2 | WMT |
Walmart Inc.
|
141,149 | $15,986,534 | |
| 3 | TGT |
Target Corp
|
1,940 | $253,383 | |
| 4 | DG |
Dollar General Corp
This page
|
1,628 | $187,399 | |
| 5 | DLTR |
Dollar Tree, Inc.
|
134 | $16,207 | |
| 6 | BJ |
BJ's Wholesale Club Holdings, Inc.
|
171 | $14,914 |
All Filings in DG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,399 | 1,628 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $92,253 | 777 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $118,430 | 892 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $70,174 | 679 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $73,088 | 639 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $59,968 | 682 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $84,690 | 1,117 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $92,857 | 1,098 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $246,344 | 1,863 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $430,725 | 2,760 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $512,123 | 3,767 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $406,589 | 3,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $765,198 | 4,507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,408,187 | 6,691 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $906,692 | 3,682 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $920,102 | 3,836 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,136,064 | 8,703 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,490,784 | 11,188 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,384,632 | 14,352 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,215,193 | 15,156 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,426,968 | 15,837 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $16,652,932 | 82,188 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||