Precedent Wealth Partners, LLC

SEC CIK: 0002008666
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

DG holding history

Dollar General Corp in every 13F filed by Precedent Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DG overview All 13F holders of DG Full Q2 2026 holdings

Shares (Q2 2026): 18,132
Value: $2.09M
% of portfolio: 0.3%
Quarters held: 4; Since Q3 2025

Holdings of DG by Precedent Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,132	$2.09M	0.3%	+1,675+10.2%	Added	Holders
Q1 2026	16,457	$1.95M	0.4%	+685+4.3%	Added	Holders
Q4 2025	15,772	$2.09M	0.4%	+1,260+8.7%	Added	Holders
Q3 2025	14,512	$1.50M	0.3%	+14,512	New	Holders