Position in DG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,151
-$539 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#945
of 1,127 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $2,683,770 across 3 Discount Stores names. DG ranks #3 (0.6% of the industry book) .
All Filings in DG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,151 | 149 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,690 | 149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,712 | 156 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||