Position in DG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,747
-$38,747 QoQ
Shares Held
3,160
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#696
of 1,125 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Convergence Financial, LLC holds $8,199,510 across 4 Discount Stores names. DG ranks #3 (4.4% of the industry book) .
All Filings in DG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,747 | 3,160 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $402,494 | 3,390 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $222,389 | 1,675 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||