Position in DG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,604
-$1,688 QoQ
Shares Held
40
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,042
of 1,127 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,193,254 across 6 Discount Stores names. DG ranks #5 (0.4% of the industry book) .
All Filings in DG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,604 | 40 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,292 | 53 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,107 | 46 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,201 | 60 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||