Position in DG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$430,511
-$79,325 QoQ
Shares Held
3,740
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#662
of 1,127 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $10,058,420 across 3 Discount Stores names. DG ranks #3 (4.3% of the industry book) .
All Filings in DG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,511 | 3,740 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $509,836 | 3,840 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $396,864 | 3,840 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $439,219 | 3,840 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $360,864 | 4,104 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $387,743 | 5,114 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $666,749 | 7,884 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,093,938 | 8,273 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||