Position in DG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$207,065
New position
Shares Held
1,744
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026FAMILY WEALTH PARTNERS, LLC holds $436,617 across 1 Discount Stores name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
|
3,855 | $436,617 |
All Filings in DG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,065 | 1,744 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||