Position in DG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$690
-$1,447 QoQ
Shares Held
6
-66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,096
of 1,127 holders
Holding Since
Jun 2020
22 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,537,032 across 6 Discount Stores names. DG ranks #6 (0.0% of the industry book) .
All Filings in DG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690 | 6 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,137 | 18 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1 | 14 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $1 | 13 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1 | 20 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1 | 16 | Shares | Sole | 2025-01-24 | |
| 2024-06-30 | $11,239 | 85 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $14,201 | 91 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $11,283 | 83 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,761 | 45 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 9 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,894 | 9 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2 | 9 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,158 | 9 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,227 | 5 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,113 | 5 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,179 | 5 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $1,514 | 7 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,418 | 7 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,472 | 7 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,467 | 7 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,333 | 7 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||