Position in DG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,087,174
+$133,235 QoQ
Shares Held
18,132
+10.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#390
of 1,127 holders
Holding Since
Sep 2025
4 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $6,001,852 across 4 Discount Stores names. DG ranks #2 (34.8% of the industry book) .
All Filings in DG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,174 | 18,132 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,953,939 | 16,457 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,094,048 | 15,772 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,499,815 | 14,512 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||