Position in DG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,633
-$271 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#999
of 1,127 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $129,657 across 4 Discount Stores names. DG ranks #4 (6.7% of the industry book) .
All Filings in DG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,633 | 75 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,904 | 75 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,957 | 75 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,751 | 75 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $8,578 | 75 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||