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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

DG holding history

Dollar General Corp in every 13F filed by True Wealth Design, 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)
1,666
Value
$191.8K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of DG by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,666$191.8K<0.1%+519+45.2%AddedHolders
Q1 20261,147$136.2K<0.1%+13+1.1%AddedHolders
Q4 20251,134$150.6K<0.1%+208+22.5%AddedHolders
Q3 2025926$95.7K<0.1%+836+928.9%AddedHolders
Q2 202590$10.3K<0.1%+59+190.3%AddedHolders
Q1 202531$2.73K<0.1%+26+520.0%AddedHolders
Q4 20245$380<0.1%−2−28.6%ReducedHolders
Q3 20247$592<0.1%+2+40.0%AddedHolders
Q2 20245$662<0.1%00.0%UnchangedHolders
Q1 20245$781<0.1%+1+25.0%AddedHolders
Q4 20234$544<0.1%00.0%UnchangedHolders
Q3 20234$424<0.1%00.0%UnchangedHolders
Q2 20234$680<0.1%00.0%UnchangedHolders
Q1 20234$842<0.1%00.0%UnchangedHolders
Q4 20224$985<0.1%–No prior filingHolders