Position in DG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$275,918
-$5,234 QoQ
Shares Held
2,397
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#758
of 1,127 holders
Holding Since
Dec 2022
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, 2026Strata Wealth Advisors, LLC holds $932,621 across 3 Discount Stores names. DG ranks #3 (29.6% of the industry book) .
All Filings in DG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,918 | 2,397 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $281,152 | 2,368 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $314,266 | 2,367 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $236,878 | 2,292 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $261,472 | 2,286 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $288,119 | 1,369 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $336,131 | 1,365 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||