Arkfeld Wealth Strategies, L.L.C. DG — DOLLAR GEN CORP NEW

Ownership history in Arkfeld Wealth Strategies, L.L.C.  ·  13 quarters on record

AI Ownership Summary

Arkfeld Wealth Strategies, L.L.C. reported DOLLAR GEN CORP NEW (DG) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.52% in 2024 Q1. The latest visible filing shows DG at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkfeld Wealth Strategies, L.L.C.'s position in DOLLAR GEN CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DG was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DG stock page Arkfeld Wealth Strategies, L.L.C. fund profile Arkfeld Wealth Strategies, L.L.C. full holdings
How Arkfeld Wealth Strategies, L.L.C. held DG — position size vs. price
% of Fund (quarterly)    DG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,060 +139 +4.8% 0.11% $356K 2026-07-10 $118.92
2026 Q1 ADDED — — — 2,921 +75 +2.6% 0.11% $355K 2026-04-17 $126.04
2025 Q4 ADDED — — — 2,846 +36 +1.3% 0.14% $408K 2026-01-12 $147.41
2025 Q3 REDUCED — — — 2,810 -72 -2.5% 0.10% $282K 2025-11-05 $99.20
2025 Q2 REDUCED — — — 2,882 -8 -0.3% 0.13% $335K 2025-07-10 $110.03
2025 Q1 ADDED — — — 2,890 +7 +0.2% 0.11% $249K 2025-04-11 $86.83
2024 Q4 REDUCED 6.7% +16.9% ❌ 2,883 -208 -6.7% 0.09% $206K 2025-01-21 $69.70
2024 Q3 REDUCED 51.5% -9.9% ✅ 3,091 -3,279 -51.5% 0.13% $261K 2024-10-15 $77.45
2024 Q2 ADDED — — — 6,370 +226 +3.7% 0.42% $829K 2024-07-10 $121.71
2024 Q1 ADDED — — — 6,144 +2 +0.0% 0.52% $950K 2024-04-15 $137.50
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DG

As of 2026 Q2 — sorted by position size

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 0.99% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.72% KWMG, LLC 3Y 7Y 0.5% Byrne Asset Management LLC 3Y 0.26% JBR Co Financial Management Inc 0.14% REINHART PARTNERS, LLC. 3Y 7Y 0.12% Legacy Wealth Asset Management, LLC 3Y 0.12% Handelsbanken Fonder AB 3Y 7Y 0.09% EVERPAR ADVISORS LLC 0.08% Everhart Financial Group, Inc. 3Y 0.06%

FAQ About Arkfeld Wealth Strategies, L.L.C. and DG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkfeld Wealth Strategies, L.L.C. reported owning DG?

Arkfeld Wealth Strategies, L.L.C. reported DG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DG position in Arkfeld Wealth Strategies, L.L.C.'s portfolio?

The largest reported portfolio weight for DG was 0.52% in 2024 Q1.

What is the latest reported DG position on this page?

The most recent filing on this page is 2026 Q2, when Arkfeld Wealth Strategies, L.L.C. reported 3,060 shares, equal to 0.11% of portfolio, with an estimated market value of $356K.

What does the chart on this DG ownership page compare?

The chart compares Arkfeld Wealth Strategies, L.L.C.'s quarterly DG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkfeld Wealth Strategies, L.L.C. time their DG position?

Based on 13F filing dates vs. subsequent DG price moves, Arkfeld Wealth Strategies, L.L.C. correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on DG relative to SPY over the holding period was -24.3%.

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