OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in DG — Dollar General Corp

CIK 714364 WILLIAMSVILLE, NY

Position in DG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$18,762

-$353 QoQ

Shares Held

163

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#938

of 1,127 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $1,032,784 across 5 Discount Stores names. DG ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	6,030	$682,957
2	COST	Costco Wholesale Corp /New	288	$269,415
3	TGT	Target Corp	472	$61,647
4	DG	Dollar General Corp This page	163	$18,762
5	DLTR	Dollar Tree, Inc.	30	$3

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,762	163	+1.2%	Shares	Sole	2026-08-07
2026-03-31	$19,115	161	0.0%	Shares	Sole	2026-05-12
2025-12-31	$21,375	161	-17.9%	Shares	Sole	2026-01-23
2025-09-30	$20,256	196	+1.0%	Shares	Sole	2025-11-04
2025-06-30	$22,189	194	+25.2%	Shares	Sole	2025-08-08
2025-03-31	$13,629	155	+64.9%	Shares	Sole	2025-05-09
2024-09-30	$7,949	94	0.0%	Shares	Sole	2024-11-08
2024-06-30	$12,429	94	0.0%	Shares	Sole	2024-08-08
2024-03-31	$14,669	94	0.0%	Shares	Sole	2024-05-03
2023-12-31	$12,779	94	0.0%	Shares	Sole	2024-02-09
2023-09-30	$9	94	0.0%	Shares	Sole	2023-10-19
2023-06-30	$15,959	94	0.0%	Shares	Sole	2023-08-03
2023-03-31	$19,783	94	0.0%	Shares	Sole	2023-05-03
2022-12-31	$23,147	94	0.0%	Shares	Sole	2023-01-30
2022-09-30	$22,546	94	0.0%	Shares	Sole	2022-10-20
2022-06-30	$23,071	94	-53.5%	Shares	Sole	2022-07-21
2022-03-31	$44,971	202	0.0%	Shares	Sole	2022-04-26
2021-12-31	$47,637	202	0.0%	Shares	Sole	2022-01-18
2021-09-30	$42,852	202	+114.9%	Shares	Sole	2021-10-27
2021-06-30	$20,340	94	0.0%	Shares	Sole	2021-07-14
2021-03-31	$19,046	94	0.0%	Shares	Sole	2021-04-26
2020-12-31	$19,768	94	0.0%	Shares	Sole	2021-01-20
2020-09-30	$19,704	94	0.0%	Shares	Sole	2020-11-02
2020-06-30	$17,907	94	0.0%	Shares	Sole	2020-08-07
2020-03-31	$14,194	94	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.