Whipplewood Advisors, LLC

Position in DG — Dollar General Corp

CIK 2052510 LITTLETON, CO

Position in DG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,532

-$3,167 QoQ

Shares Held

-54.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,064

of 1,127 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $32,154 across 5 Discount Stores names. DG ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	177	$20,047
2	TGT	Target Corp	49	$6,399
3	DG	Dollar General Corp This page	22	$2,532
4	COST	Costco Wholesale Corp /New	2	$1,870
5	OLLI	Ollie's Bargain Outlet Holdings, Inc.	17	$1,306

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,532	22	-54.2%	Shares	Sole	2026-07-27
2026-03-31	$5,699	48	+1100.0%	Shares	Sole	2026-04-30
2025-12-31	$531	4	-93.9%	Shares	Sole	2026-02-17
2025-06-30	$7,548	66	+230.0%	Shares	Other	2025-07-31
2025-03-31	$1,758	20	-83.9%	Shares	Sole	2025-04-10
2024-12-31	$9,401	124	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.