QTR Family Wealth, LLC

Position in DG — Dollar General Corp

CIK 2067954 LAKE MARY, FL

Position in DG

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

Position Value

$317,703

-$82,298 QoQ

Shares Held

2,760

-18.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#724

of 1,127 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Consumer Defensive · as of Jun 30, 2026

QTR Family Wealth, LLC holds $3,638,419 across 4 Discount Stores names. DG ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	16,303	$1,846,477
2	COST	Costco Wholesale Corp /New	1,031	$964,469
3	TGT	Target Corp	3,903	$509,770
4	DG	Dollar General Corp This page	2,760	$317,703

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,703	2,760	-18.1%	Shares	Sole	2026-07-27
2026-03-31	$400,001	3,369	+27.3%	Shares	Sole	2026-04-16
2025-12-31	$351,309	2,646	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.