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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

DG holding history

Dollar General Corp in every 13F filed by Evercore Wealth Management, 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of DG by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−959−100.0%Sold outHolders
Q1 2023959$201.8K<0.1%−12−1.2%ReducedHolders
Q4 2022971$239.1K<0.1%−529−35.3%ReducedHolders
Q3 20221,500$360.0K<0.1%+527+54.2%AddedHolders
Q2 2022973$239.0K<0.1%00.0%UnchangedHolders
Q1 2022973$217.0K<0.1%−2−0.2%ReducedHolders
Q4 2021975$230.0K<0.1%00.0%UnchangedHolders
Q3 2021975$207.0K<0.1%−153−13.6%ReducedHolders
Q2 20211,128$244.0K<0.1%−46−3.9%ReducedHolders
Q1 20211,174$238.0K<0.1%––Holders

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