Position in DG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$340,610
+$22,533 QoQ
Shares Held
2,959
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#713
of 1,127 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Ruggaard & Associates LLC holds $1,930,686 across 3 Discount Stores names. DG ranks #3 (17.6% of the industry book) .
All Filings in DG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,610 | 2,959 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $318,077 | 2,679 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $343,343 | 2,586 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $278,114 | 2,691 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,796 | 2,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,188 | 2,561 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $245,591 | 2,904 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $479,730 | 3,628 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $578,514 | 3,707 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $547,606 | 4,028 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $462,028 | 4,367 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $713,076 | 4,200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $903,294 | 4,292 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||