Position in DG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,561
+$5,730 QoQ
Shares Held
57
+714.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,021
of 1,127 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DG Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $1,417,214 across 6 Discount Stores names. DG ranks #5 (0.5% of the industry book) .
All Filings in DG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,561 | 57 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $831 | 7 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $929 | 7 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $723 | 7 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $2,286 | 20 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,757 | 20 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,515 | 20 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||