Position in DG
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$442,979
+$5,239 QoQ
Shares Held
3,731
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $13,772,541 across 5 Discount Stores names. DG ranks #4 (3.2% of the industry book) .
All Filings in DG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $442,979 | 3,731 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $437,740 | 3,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $216,722 | 2,097 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $240,310 | 2,101 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||