Position in DG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$710,343
+$118,237 QoQ
Shares Held
6,171
+23.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#556
of 1,127 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $19,634,923 across 3 Discount Stores names. DG ranks #3 (3.6% of the industry book) .
All Filings in DG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,343 | 6,171 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $592,106 | 4,987 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $686,686 | 5,172 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $545,688 | 5,280 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $557,602 | 4,875 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $406,236 | 4,620 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $213,509 | 2,816 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $138,863 | 1,642 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $81,982 | 620 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $26,218 | 168 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $10,060 | 74 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,723 | 73 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||