PDS Planning, Inc

Position in DG — Dollar General Corp

CIK 838618 DUBLIN, OH

Position in DG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$216,982

-$56 QoQ

Shares Held

1,885

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#817

of 1,127 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

PDS Planning, Inc holds $7,976,229 across 4 Discount Stores names. DG ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,086	$3,822,330
2	WMT	Walmart Inc.	32,479	$3,678,571
3	TGT	Target Corp	1,978	$258,346
4	DG	Dollar General Corp This page	1,885	$216,982

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,982	1,885	+3.1%	Shares	Sole	2026-08-05
2026-03-31	$217,038	1,828	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$243,898	1,837	+2.8%	Shares	Sole	2026-01-26
2025-06-30	$204,397	1,787	+38.1%	Shares	Sole	2025-07-24
2024-03-31	$201,941	1,294	+34.1%	Shares	Sole	2024-05-01
2023-03-31	$203,093	965	+14.3%	Shares	Sole	2023-05-02
2022-06-30	$207,151	844	-13.0%	Shares	Sole	2022-07-15
2022-03-31	$215,951	970	+3.0%	Shares	Sole	2022-04-18
2021-12-31	$222,151	942	-14.3%	Shares	Sole	2022-01-25
2021-09-30	$233,141	1,099	+2.4%	Shares	Sole	2021-10-22
2021-06-30	$232,186	1,073	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.