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WMS Partners, LLC

SEC CIK
0001480916
Latest filing
Nov 13, 2025

DG holding history

Dollar General Corp in every 13F filed by WMS Partners, 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 Q3 2025 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of DG by WMS Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−905−100.0%Sold outHolders
Q4 2022905$223.0K<0.1%00.0%UnchangedHolders
Q3 2022905$217.0K<0.1%+53+6.2%AddedHolders
Q2 2022852$209.0K<0.1%+852NewHolders
Q1 20220$00.0%−2,472−100.0%Sold outHolders
Q4 20212,472$583.0K0.1%+596+31.8%AddedHolders
Q3 20211,876$398.0K0.1%−54−2.8%ReducedHolders
Q2 20211,930$418.0K0.1%+15+0.8%AddedHolders
Q1 20211,915$388.0K0.1%––Holders

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