Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$797,136
+$484,758 QoQ
Shares Held
6,925
+163.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#533
of 1,127 holders
Holding Since
Mar 2026
2 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $2,700,995 across 4 Discount Stores names. DG ranks #2 (29.5% of the industry book) .
All Filings in DG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,136 | 6,925 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $312,378 | 2,631 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||