Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$402,307
+$35,790 QoQ
Shares Held
3,495
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 1,127 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $26,018,549 across 4 Discount Stores names. DG ranks #4 (1.5% of the industry book) .
All Filings in DG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,307 | 3,495 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $366,517 | 3,087 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $242,833 | 1,829 | Shares | Other | 2026-02-17 | |
| 2024-09-30 | $1,103,468 | 13,048 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,444,083 | 10,921 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $1,682,950 | 10,784 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||