Position in DG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$211,457
New position
Shares Held
1,837
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#823
of 1,127 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Plan A Wealth LLC holds $1,550,789 across 3 Discount Stores names. DG ranks #3 (13.6% of the industry book) .
All Filings in DG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,457 | 1,837 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||