Global Financial Private Client, LLC

Position in DG — Dollar General Corp

CIK 2023568 Sarasota, FL

Position in DG

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$338,024

+$318,944 QoQ

Shares Held

2,847

+1212.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Consumer Defensive · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,959,591 across 2 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)	Open
1	WMT	Walmart Inc.	23,331	$2,642,468
2	COST	Costco Wholesale Corp /New	339	$317,123

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$338,024	2,847	+1212.0%	Shares	Other	2026-04-20
2025-03-31	$19,080	217	-30.0%	Shares	Sole	2025-04-08
2024-12-31	$23,504	310	-4.6%	Shares	Sole	2025-01-14
2024-09-30	$27,485	325	+6.2%	Shares	Sole	2024-10-07
2024-06-30	$40,462	306	-11.6%	Shares	Sole	2024-07-29
2024-03-31	$53,996	346	0.0%	Shares	Sole	2024-05-16
2023-12-31	$47,038	346	0.0%	Shares	Sole	2024-05-16
2023-09-30	$36,606	346	0.0%	Shares	Sole	2024-05-16
2023-06-30	$58,743	346	-3.6%	Shares	Sole	2024-05-16
2023-03-31	$75,555	359	0.0%	Shares	Sole	2024-05-16
2022-12-31	$88,403	359	+3.8%	Shares	Sole	2024-05-16
2022-09-30	$82,991	346	0.0%	Shares	Sole	2024-05-16
2022-06-30	$84,922	346	0.0%	Shares	Sole	2024-05-16
2022-03-31	$77,029	346	0.0%	Shares	Sole	2024-05-16
2021-12-31	$81,597	346	+13.1%	Shares	Sole	2024-05-16
2021-09-30	$64,914	306	0.0%	Shares	Sole	2024-05-16
2021-06-30	$66,215	306	0.0%	Shares	Sole	2024-05-16
2021-03-31	$62,001	306	0.0%	Shares	Sole	2024-05-16
2020-12-31	$64,351	306	+2.0%	Shares	Sole	2024-05-16
2020-09-30	$62,886	300	0.0%	Shares	Sole	2024-05-16
2020-06-30	$57,153	300	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.