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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

DG holding history

Dollar General Corp in every 13F filed by Strata Wealth Advisors, 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)
2,397
Value
$275.9K
% of portfolio
0.1%
Quarters held
7
Since Q4 2022
Holdings of DG by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,397$275.9K0.1%+29+1.2%AddedHolders
Q1 20262,368$281.2K0.1%+10.0%AddedHolders
Q4 20252,367$314.3K0.1%+75+3.3%AddedHolders
Q3 20252,292$236.9K0.1%+6+0.3%AddedHolders
Q2 20252,286$261.5K0.1%+2,286NewHolders
Q2 2023––––Not filedHolders
Q1 20231,369$288.0K0.1%+4+0.3%AddedHolders
Q4 20221,365$336.2K0.2%–No prior filingHolders