Position in DG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,863
-$279 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#995
of 1,125 holders
Holding Since
Jun 2024
9 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, 2026Financial Perspectives, Inc holds $2,192,464 across 4 Discount Stores names. DG ranks #4 (0.4% of the industry book) .
All Filings in DG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,863 | 77 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $9,142 | 77 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,223 | 77 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,957 | 77 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,807 | 77 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,770 | 77 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,838 | 77 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,511 | 77 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,181 | 77 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||