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Dollar General shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dollar General by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.8M 36k 132.23
2024-03-31 $5.8M 37k 156.06
2023-09-30 $3.9M 37k 105.80

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Apple (AAPL)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco Russell 1000 Dynamic Multifactor Rusl 1000 Dynm (OMFL)
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Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Lockheed Martin Corporation (LMT)
Vanguard High Dividend ETF High Div Yld (VYM)
Huntington Ingalls Inds (HII)
Houlihan Lokey Inc cl a (HLI)
Juniper Networks (JNPR)
Merck & Co (MRK)
Cisco Systems (CSCO)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Capital Research and Management Company - Division 3
Pzena Investment Management
State Street Corporation
Capital World Investors
Geode Capital Management
Susquehanna International
Morgan Stanley
Citadel Advisors
Longview Partners
Barclays
Invesco

View all funds holding Dollar General