Downshift Financial, LLC

Position in DG — Dollar General Corp

CIK 2118380 BOULDER, CO

Position in DG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$230

New position

Shares Held

2

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,119

of 1,127 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Downshift Financial, LLC holds $408,899 across 5 Discount Stores names. DG ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	306	$286,253
2	WMT	Walmart Inc.	913	$103,406
3	TGT	Target Corp	140	$18,285
4	DLTR	Dollar Tree, Inc.	6	$725
5	DG	Dollar General Corp This page	2	$230

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230	2	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.