NewEdge Wealth, LLC

Position in DG — Dollar General Corp

CIK 1861796 STAMFORD, CT

Position in DG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$863,555

+$132,179 QoQ

Shares Held

7,502

+21.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#521

of 1,127 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

NewEdge Wealth, LLC holds $56,776,676 across 6 Discount Stores names. DG ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	35,420	$33,134,347
2	WMT	Walmart Inc.	140,145	$15,872,822
3	BJ	BJ's Wholesale Club Holdings, Inc.	32,225	$2,810,664
4	TGT	Target Corp	17,805	$2,325,511
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	23,020	$1,769,777
6	DG	Dollar General Corp This page	7,502	$863,555

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,555	7,502	+21.8%	Shares	Sole	2026-08-10
2026-03-31	$731,376	6,160	-14.4%	Shares	Sole	2026-05-13
2025-12-31	$955,014	7,193	+58.5%	Shares	Sole	2026-02-03
2025-09-30	$469,105	4,539	-31.4%	Shares	Sole	2025-11-07
2023-06-30	$1,123,434	6,617	+282.0%	Shares	Sole	2023-08-09
2022-12-31	$426,505	1,732	+45.4%	Shares	Sole	2023-02-14
2022-09-30	$285,673	1,191	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$288,637	1,176	-85.9%	Shares	Sole	2022-08-09
2021-12-31	$1,971,067	8,358	-56.8%	Shares	Sole	2022-01-31
2021-09-30	$4,100,878	19,331	+4.2%	Shares	Sole	2021-11-12
2021-06-30	$4,015,982	18,559	+6.8%	Shares	Sole	2021-08-11
2021-03-31	$3,519,914	17,372	+177.7%	Shares	Sole	2021-05-13
2020-12-31	$1,315,636	6,256	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.