Position in DG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$175,542
-$5,521 QoQ
Shares Held
1,525
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#846
of 1,127 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $6,486,942 across 4 Discount Stores names. DG ranks #4 (2.7% of the industry book) .
All Filings in DG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,542 | 1,525 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $181,063 | 1,525 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $204,067 | 1,537 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $158,848 | 1,537 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $175,802 | 1,537 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $136,027 | 1,547 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||