Position in DG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$115
-$1,072 QoQ
Shares Held
1
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,123
of 1,127 holders
Holding Since
Dec 2023
9 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, 2026Dogwood Wealth Management LLC holds $1,588,213 across 4 Discount Stores names. DG ranks #4 (0.0% of the industry book) .
All Filings in DG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115 | 1 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,187 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $531 | 4 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,343 | 13 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $343 | 3 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $4 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $4 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||