Position in DG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,675,105
-$259,112 QoQ
Shares Held
22,531
+2.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Elevate Capital Advisors, LLC holds $222,442 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
1,964 | $222,442 |
All Filings in DG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,675,105 | 22,531 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,934,217 | 22,100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,828,482 | 27,368 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,006,135 | 26,282 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $742,568 | 8,445 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||