Position in DG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$600,413
-$29,212 QoQ
Shares Held
5,216
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#595
of 1,127 holders
Holding Since
Dec 2024
7 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, 2026Values First Advisors, Inc. holds $600,413 across 1 Discount Stores name. DG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DG |
Dollar General Corp
This page
|
5,216 | $600,413 |
All Filings in DG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,413 | 5,216 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $629,625 | 5,303 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $696,378 | 5,245 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $651,518 | 6,304 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $730,888 | 6,390 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $556,948 | 6,334 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $480,395 | 6,336 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||