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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

DG holding history

Dollar General Corp in every 13F filed by Bartlett & Co. Wealth Management 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)
46
Value
$5.29K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of DG by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646$5.29K<0.1%+2+4.5%AddedHolders
Q1 202644$5.04K<0.1%+43+4,300.0%AddedHolders
Q4 20251$133<0.1%00.0%UnchangedHolders
Q3 20251$103<0.1%00.0%UnchangedHolders
Q2 20251$114<0.1%00.0%UnchangedHolders
Q1 20251$88<0.1%+1NewHolders
Q2 20240$00.0%−21−100.0%Sold outHolders
Q1 202421$3.28K<0.1%00.0%UnchangedHolders
Q4 202321$2.85K<0.1%−60−74.1%ReducedHolders
Q3 202381$8.57K<0.1%−88−52.1%ReducedHolders
Q2 2023169$28.7K<0.1%+60+55.0%AddedHolders
Q1 2023109$22.9K<0.1%00.0%UnchangedHolders
Q4 2022109$26.9K<0.1%00.0%UnchangedHolders
Q3 2022109$26.1K<0.1%00.0%UnchangedHolders
Q2 2022109$26.8K<0.1%+77+240.6%AddedHolders
Q1 202232$7.12K<0.1%+32NewHolders
Q4 20210$00.0%−37−100.0%Sold outHolders
Q3 202137$7.85K<0.1%−5−11.9%ReducedHolders
Q2 202142$9.09K<0.1%00.0%UnchangedHolders
Q1 202142$8.51K<0.1%––Holders

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