Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,644
-$6,837 QoQ
Shares Held
1,856
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#820
of 1,127 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $9,006,487 across 4 Discount Stores names. DG ranks #4 (2.4% of the industry book) .
All Filings in DG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,644 | 1,856 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $220,481 | 1,857 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $258,635 | 1,948 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $202,566 | 1,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,348 | 1,874 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $209,981 | 1,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $278,411 | 1,784 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $303,440 | 2,232 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $381,514 | 3,606 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,148,901 | 6,767 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,269,705 | 6,033 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,184,462 | 4,810 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,193,543 | 4,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,253,216 | 5,106 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $540,768 | 2,429 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $567,878 | 2,408 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||