Accurate Wealth Management, LLC

Position in DG — Dollar General Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in DG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$568,298

+$188,481 QoQ

Shares Held

4,937

+54.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#605

of 1,125 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $11,158,818 across 4 Discount Stores names. DG ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	58,915	$6,672,712
2	COST	Costco Wholesale Corp /New	3,544	$3,315,305
3	TGT	Target Corp	4,613	$602,503
4	DG	Dollar General Corp This page	4,937	$568,298

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$568,298	4,937	+54.3%	Shares	Sole	2026-07-15
2026-03-31	$379,817	3,199	-41.6%	Shares	Sole	2026-04-23
2025-12-31	$727,712	5,481	-40.3%	Shares	Sole	2026-01-14
2025-09-30	$948,959	9,182	+1.2%	Shares	Sole	2025-10-20
2025-06-30	$1,037,884	9,074	-0.9%	Shares	Sole	2025-07-15
2025-03-31	$805,438	9,160	+5.4%	Shares	Sole	2025-04-15
2024-12-31	$659,027	8,692	+7592.0%	Shares	Sole	2025-01-14
2022-12-31	$27,826	113	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.