Position in DG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$460
-$1,013 QoQ
Shares Held
4
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,107
of 1,127 holders
Holding Since
Jun 2022
3 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, 2026Morton Brown Family Wealth, LLC holds $159,237 across 4 Discount Stores names. DG ranks #4 (0.3% of the industry book) .
All Filings in DG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460 | 4 | Shares | Sole | 2026-07-21 | |
| 2023-03-31 | $1,473 | 7 | Shares | Sole | 2023-04-26 | |
| 2022-06-30 | $1,472 | 6 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||