Position in DG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,918
+$732 QoQ
Shares Held
33
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026Abound Wealth Management holds $604,531 across 4 Discount Stores names.
All Filings in DG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,918 | 33 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,186 | 24 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,480 | 24 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,745 | 24 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,110 | 24 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,819 | 24 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,029 | 24 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,628 | 35 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,675 | 62 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $8,836 | 65 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $9,310 | 88 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $13,582 | 80 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $14,942 | 71 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $11,820 | 48 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $10,553 | 44 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||