Skip to main content
Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

DG holding history

Dollar General Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DG overviewAll 13F holders of DGFull Q2 2026 holdings

Shares (Q2 2026)
6,581
Value
$757.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,581$757.6K<0.1%+1,072+19.5%AddedHolders
Q1 20265,509$654.1K<0.1%−3,013−35.4%ReducedHolders
Q4 20258,522$1.13M<0.1%+2,815+49.3%AddedHolders
Q3 20255,707$589.9K<0.1%+2,450+75.2%AddedHolders
Q2 20253,257$372.6K<0.1%+2,871+743.8%AddedHolders
Q1 2025386$34.0K<0.1%−151−28.1%ReducedHolders
Q4 2024537$40.7K<0.1%−3,279−85.9%ReducedHolders
Q3 20243,816$322.7K<0.1%+2,318+154.7%AddedHolders
Q2 20241,498$198.1K<0.1%+399+36.3%AddedHolders
Q1 20241,099$151.6K<0.1%−24−2.1%ReducedHolders
Q4 20231,123$152.7K<0.1%−293−20.7%ReducedHolders
Q3 20231,416$149.8K<0.1%−10−0.7%ReducedHolders
Q2 20231,426$242.1K<0.1%+250+21.3%AddedHolders
Q1 20231,176$247.5K<0.1%−353−23.1%ReducedHolders
Q4 20221,529$376.5K<0.1%+361+30.9%AddedHolders
Q3 20221,168$280.0K<0.1%+595+103.8%AddedHolders
Q2 2022573$141.0K<0.1%+10+1.8%AddedHolders
Q1 2022563$125.0K<0.1%+143+34.0%AddedHolders
Q4 2021420$99.0K<0.1%−16−3.7%ReducedHolders
Q3 2021436$92.0K<0.1%+16+3.8%AddedHolders
Q2 2021420$91.0K<0.1%−1−0.2%ReducedHolders
Q1 2021421$85.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.