Dollar General shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Dollar General (DG) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Dollar General
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Quarterly reported holdings in Dollar General by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $283k | 2.1k | 132.77 |
| 2025-09-30 | $224k | 2.2k | 103.35 |
| 2025-06-30 | $271k | 2.4k | 114.38 |
| 2025-03-31 | $211k | 2.4k | 87.93 |
| 2024-09-30 | $216k | 2.6k | 84.57 |
| 2024-06-30 | $341k | 2.6k | 132.23 |
| 2024-03-31 | $407k | 2.6k | 156.06 |
| 2023-12-31 | $358k | 2.6k | 135.95 |
| 2023-09-30 | $307k | 2.9k | 105.80 |
| 2023-06-30 | $495k | 2.9k | 169.78 |
| 2023-03-31 | $655k | 3.1k | 210.46 |
| 2022-12-31 | $779k | 3.2k | 246.25 |
| 2022-09-30 | $820k | 3.4k | 239.70 |
| 2022-06-30 | $840k | 3.4k | 245.54 |
| 2022-03-31 | $762k | 3.4k | 222.74 |
| 2021-12-31 | $807k | 3.4k | 235.90 |
| 2021-09-30 | $726k | 3.4k | 212.22 |
| 2021-06-30 | $740k | 3.4k | 216.31 |
| 2021-03-31 | $693k | 3.4k | 202.57 |
| 2020-12-31 | $726k | 3.5k | 210.19 |
| 2020-09-30 | $643k | 3.1k | 209.51 |
| 2020-06-30 | $517k | 2.7k | 190.63 |
| 2020-03-31 | $392k | 2.6k | 150.83 |
| 2019-12-31 | $416k | 416 | 1000.00 |
| 2019-09-30 | $402k | 2.5k | 158.77 |
| 2019-06-30 | $342k | 2.5k | 135.07 |
| 2019-03-31 | $307k | 2.6k | 119.46 |
| 2017-12-31 | $2.8M | 30k | 93.44 |
More positions owned by Institute For Wealth Management
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