Position in DG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$389,992
-$66,643 QoQ
Shares Held
3,388
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#683
of 1,127 holders
Holding Since
Sep 2024
8 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, 2026JBR Co Financial Management Inc holds $1,857,834 across 3 Discount Stores names. DG ranks #2 (21.0% of the industry book) .
All Filings in DG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,992 | 3,388 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $456,635 | 3,846 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $510,633 | 3,846 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $541,243 | 5,237 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $525,232 | 4,592 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $286,827 | 3,262 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $256,044 | 3,377 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $260,644 | 3,082 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||