Position in DG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$412,784
+$145,761 QoQ
Shares Held
3,586
+59.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#670
of 1,127 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $22,499,951 across 4 Discount Stores names. DG ranks #4 (1.8% 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 | $412,784 | 3,586 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $267,023 | 2,249 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $539,842 | 4,066 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $534,009 | 5,167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $601,981 | 5,263 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $169,393 | 1,246 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||