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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

DG holding history

Dollar General Corp in every 13F filed by Bogart 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 Q2 2026 holdings

Shares (Q2 2026)
61
Value
$7.02K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DG by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202661$7.02K<0.1%+36+144.0%AddedHolders
Q1 202625$2.97K<0.1%−29−53.7%ReducedHolders
Q4 202554$7.14K<0.1%00.0%UnchangedHolders
Q3 202554$5.54K<0.1%+6+12.5%AddedHolders
Q2 202548$5.54K<0.1%−626−92.9%ReducedHolders
Q1 2025674$59.3K<0.1%+184+37.6%AddedHolders
Q4 2024490$37.2K<0.1%+361+279.8%AddedHolders
Q3 2024129$10.9K<0.1%+30+30.3%AddedHolders
Q2 202499$13.0K<0.1%−62−38.5%ReducedHolders
Q1 2024161$25.1K<0.1%−23,987−99.3%ReducedHolders
Q4 202324,148$3.28M0.2%+6,165+34.3%AddedHolders
Q3 202317,983$1.90M0.1%+1,558+9.5%AddedHolders
Q2 202316,425$2.79M0.2%+771+4.9%AddedHolders
Q1 202315,654$3.29M0.2%−235−1.5%ReducedHolders
Q4 202215,889$3.91M0.3%+429+2.8%AddedHolders
Q3 202215,460$3.71M0.3%+1,285+9.1%AddedHolders
Q2 202214,175$3.48M0.3%+844+6.3%AddedHolders
Q1 202213,331$2.97M0.3%+961+7.8%AddedHolders
Q4 202112,370$2.92M0.3%+2,427+24.4%AddedHolders
Q3 20219,943$2.11M0.2%+1,809+22.2%AddedHolders
Q2 20218,134$1.76M0.2%+1,457+21.8%AddedHolders
Q1 20216,677$1.35M0.2%––Holders

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