Compound Planning, Inc.

Position in DG — Dollar General Corp

CIK 1978879 NEW YORK, NY

Position in DG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$446,281

+$54,473 QoQ

Shares Held

3,877

+17.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#652

of 1,127 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $23,195,682 across 5 Discount Stores names. DG ranks #5 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	96,289	$10,905,691
2	COST	Costco Wholesale Corp /New	11,265	$10,538,068
3	TGT	Target Corp	6,159	$804,426
4	DLTR	Dollar Tree, Inc.	4,144	$501,216
5	DG	Dollar General Corp This page	3,877	$446,281

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,281	3,877	+17.5%	Shares	Sole	2026-08-04
2026-03-31	$391,808	3,300	-5.9%	Shares	Other	2026-05-14
2025-12-31	$465,623	3,507	+13.7%	Shares	Defined	2026-02-19
2025-09-30	$318,731	3,084	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$350,574	3,065	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.