Position in DG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,266
-$40 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,085
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, 2026Lodestone Wealth Management LLC holds $3,884,617 across 4 Discount Stores names. DG ranks #4 (0.0% 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 | $1,266 | 11 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,306 | 11 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,460 | 11 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||