Position in DG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$384,697
+$95,946 QoQ
Shares Held
3,342
+37.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#685
of 1,127 holders
Holding Since
Jun 2024
7 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, 2026NEW WAVE WEALTH ADVISORS LLC holds $31,933,510 across 3 Discount Stores names. DG ranks #3 (1.2% of the industry book) .
All Filings in DG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,697 | 3,342 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $288,751 | 2,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $325,153 | 2,449 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $224,889 | 2,176 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $248,890 | 2,176 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $173,400 | 2,287 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $380,557 | 2,878 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||