AXXCESS WEALTH MANAGEMENT, LLC

Position in DG — Dollar General Corp

CIK 1911056 CARLSBAD, CA

Position in DG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,788,651

+$5,326,965 QoQ

Shares Held

50,288

+1380.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#254

of 1,127 holders

Holding Since

Sep 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $51,467,854 across 4 Discount Stores names. DG ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	242,329	$27,446,182
2	COST	Costco Wholesale Corp /New	17,626	$16,488,594
3	DG	Dollar General Corp This page	50,288	$5,788,651
4	TGT	Target Corp	13,356	$1,744,427

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,788,651	50,288	+1380.8%	Shares	Sole	2026-07-28
2023-12-31	$461,686	3,396	+17.0%	Shares	Sole	2024-02-06
2023-09-30	$307,031	2,902	+174.3%	Shares	Sole	2023-11-14
2022-09-30	$253,771	1,058	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.