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Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

DG holding history

Dollar General Corp in every 13F filed by Transform Wealth, 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 Q1 2025 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2022
Holdings of DG by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−23,224−100.0%Sold outHolders
Q4 202223,224$5.73M0.6%+2,259+10.8%AddedHolders
Q3 202220,965$5.03M0.7%+20,965NewHolders