CREATIVE FINANCIAL DESIGNS INC /ADV

Position in DG — Dollar General Corp

CIK 819864 KOKOMO, IN

Position in DG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$21,640

+$3,950 QoQ

Shares Held

188

+26.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#933

of 1,127 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,477,905 across 6 Discount Stores names. DG ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,735	$2,558,510
2	WMT	Walmart Inc.	16,213	$1,836,284
3	DLTR	Dollar Tree, Inc.	341	$41,243
4	DG	Dollar General Corp This page	188	$21,640
5	TGT	Target Corp	149	$19,460
6	OLLI	Ollie's Bargain Outlet Holdings, Inc.	10	$768

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,640	188	+26.2%	Shares	Sole	2026-07-28
2026-03-31	$17,690	149	+6.4%	Shares	Sole	2026-04-13
2025-12-31	$18,587	140	0.0%	Shares	Sole	2026-02-06
2025-09-30	$14,469	140	0.0%	Shares	Sole	2025-11-12
2025-06-30	$16,013	140	-11.9%	Shares	Sole	2025-08-04
2025-03-31	$13,980	159	-20.9%	Shares	Sole	2025-04-23
2024-12-31	$15,239	201	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$16,914	200	-3.4%	Shares	Sole	2024-10-28
2024-06-30	$27,371	207	+10.7%	Shares	Sole	2024-08-06
2024-03-31	$29,183	187	-37.2%	Shares	Sole	2024-05-01
2023-12-31	$40,513	298	+53.6%	Shares	Sole	2024-01-10
2023-09-30	$20,525	194	0.0%	Shares	Sole	2023-11-14
2023-06-30	$32,937	194	0.0%	Shares	Sole	2023-07-26
2023-03-31	$40,829	194	+7.2%	Shares	Sole	2023-04-25
2022-12-31	$44,571	181	+0.6%	Shares	Sole	2023-02-01
2022-09-30	$43,174	180	+0.6%	Shares	Sole	2022-11-01
2022-06-30	$43,933	179	+7.2%	Shares	Sole	2022-08-01
2022-03-31	$37,179	167	0.0%	Shares	Sole	2022-04-15
2021-12-31	$39,383	167	-22.3%	Shares	Sole	2022-01-26
2021-09-30	$45,610	215	+28.0%	Shares	Sole	2021-10-08
2021-06-30	$36,353	168	0.0%	Shares	Sole	2021-07-27
2021-03-31	$34,040	168	0.0%	Shares	Sole	2021-04-19
2020-12-31	$35,330	168	-10.6%	Shares	Sole	2021-01-08
2020-09-30	$39,408	188	-6.5%	Shares	Sole	2020-10-06
2020-06-30	$38,292	201	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.