Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DG holding history

Dollar General Corp in every 13F filed by Creative Planning, 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)
138,285
Value
$15.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026138,285$15.9M<0.1%−829−0.6%ReducedHolders
Q1 2026139,114$16.5M<0.1%+16,442+13.4%AddedHolders
Q4 2025122,672$16.3M<0.1%+30,213+32.7%AddedHolders
Q3 202592,459$9.56M<0.1%+19,546+26.8%AddedHolders
Q2 202572,913$8.34M<0.1%+19,488+36.5%AddedHolders
Q1 202553,425$4.70M<0.1%+1,103+2.1%AddedHolders
Q4 202452,322$3.97M<0.1%−91,728−63.7%ReducedHolders
Q3 2024144,050$12.2M<0.1%+86,176+148.9%AddedHolders
Q2 202457,874$7.65M<0.1%−2,243−3.7%ReducedHolders
Q1 202460,117$9.38M<0.1%+12,307+25.7%AddedHolders
Q4 202347,810$6.50M<0.1%−1,199−2.4%ReducedHolders
Q3 202349,009$5.19M<0.1%+13,899+39.6%AddedHolders
Q2 202335,110$5.96M<0.1%+1,120+3.3%AddedHolders
Q1 202333,990$7.15M<0.1%−2,274−6.3%ReducedHolders
Q4 202236,264$8.93M<0.1%+7,286+25.1%AddedHolders
Q3 202228,978$6.95M<0.1%−230−0.8%ReducedHolders
Q2 202229,208$7.17M<0.1%+12,848+78.5%AddedHolders
Q1 202216,360$3.64M<0.1%+7,054+75.8%AddedHolders
Q4 20219,306$2.19M<0.1%+68+0.7%AddedHolders
Q3 20219,238$1.96M<0.1%−485−5.0%ReducedHolders
Q2 20219,723$2.10M<0.1%−5,668−36.8%ReducedHolders
Q1 202115,391$3.12M<0.1%––Holders

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