RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in DG — Dollar General Corp

CIK 749044 WEST HARTFORD, CT

Position in DG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$474

+$471 QoQ

Shares Held

-78.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $17,450,197 across 2 Discount Stores names.

#	Ticker	Company	Shares	Value (USD)	Open
1	COST	Costco Wholesale Corp /New	13,041	$12,199,464
2	WMT	Walmart Inc.	46,360	$5,250,733

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$474	4	-78.9%	Shares	Sole	2026-05-15
2025-12-31	$3	19	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,963	19	-64.8%	Shares	Sole	2025-11-14
2025-06-30	$6,176	54	-82.2%	Shares	Sole	2025-08-15
2025-03-31	$26,730	304	-51.9%	Shares	Sole	2025-05-16
2024-12-31	$47,918	632	-59.6%	Shares	Sole	2025-02-14
2024-09-30	$132,352	1,565	-17.6%	Shares	Sole	2024-11-15
2024-06-30	$251,237	1,900	-27.2%	Shares	Sole	2024-08-14
2024-03-31	$407,472	2,611	-54.4%	Shares	Sole	2024-05-15
2023-12-31	$778,993	5,730	-21.5%	Shares	Sole	2024-02-14
2023-09-30	$772,234	7,299	+17.1%	Shares	Sole	2023-11-16
2023-06-30	$1,058,578	6,235	-87.3%	Shares	Sole	2023-08-16
2023-03-31	$14,524	49,214	+1794.3%	Shares	Sole	2023-05-11
2022-12-31	$639,757	2,598	+11.5%	Shares	Sole	2023-02-08
2022-09-30	$558,873	2,330	+0.8%	Shares	Sole	2022-11-15
2022-06-30	$567,211	2,311	+13.8%	Shares	Sole	2022-08-10
2022-03-31	$451,938	2,030	-1.6%	Shares	Sole	2022-05-20
2021-12-31	$486,517	2,063	+4.6%	Shares	Sole	2022-02-04
2021-09-30	$418,340	1,972	+5.6%	Shares	Sole	2021-11-12
2021-06-30	$404,000	1,867	+11.7%	Shares	Sole	2021-08-10
2021-03-31	$338,578	1,671	+20.1%	Shares	Sole	2021-05-13
2020-12-31	$292,527	1,391	-2.8%	Shares	Sole	2021-02-16
2020-09-30	$299,966	1,431	-4.7%	Shares	Sole	2020-11-12
2020-06-30	$285,955	1,501	0.0%	Shares	Sole	2020-08-11
2020-03-31	$226,666	1,501	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.