Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
DG holding history
Dollar General Corp in every 13F filed by Heirloom Wealth Management, 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 (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −27,254−100.0% | Sold out | Holders |
| Q4 2022 | 27,254 | $6.71M | 4.2% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 26,048 | $6.62M | 5.4% | +3,866+17.4% | Added | Holders |
| Q1 2022 | 22,182 | $5.15M | 3.6% | +3,345+17.8% | Added | Holders |
| Q4 2021 | 18,837 | $4.08M | 3.5% | – | No prior filing | Holders |