KINGSWOOD WEALTH ADVISORS, LLC

Position in DG — Dollar General Corp

CIK 1987855 SAN DIEGO, CA

Position in DG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$355,805

+$43,427 QoQ

Shares Held

3,091

+17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#702

of 1,127 holders

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $23,684,238 across 4 Discount Stores names. DG ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	110,373	$12,500,845
2	COST	Costco Wholesale Corp /New	10,000	$9,354,700
3	TGT	Target Corp	11,277	$1,472,888
4	DG	Dollar General Corp This page	3,091	$355,805

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,805	3,091	+17.5%	Shares	Sole	2026-07-27
2026-03-31	$312,378	2,631	-13.1%	Shares	Sole	2026-04-28
2025-12-31	$402,027	3,028	+21.2%	Shares	Sole	2026-01-28
2025-09-30	$258,271	2,499	+16.2%	Shares	Sole	2025-10-23
2025-06-30	$246,031	2,151	-14.8%	Shares	Sole	2025-07-23
2024-09-30	$213,454	2,524	-40.1%	Shares	Sole	2024-10-21
2024-06-30	$556,820	4,211	+16.1%	Shares	Sole	2024-07-09
2024-03-31	$565,873	3,626	-3.9%	Shares	Sole	2024-04-15
2023-12-31	$513,075	3,774	-22.2%	Shares	Sole	2024-01-16
2023-09-30	$513,235	4,851	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.