Avidian Wealth Enterprises, LLC DG — DOLLAR GEN CORP NEW

Ownership history in Avidian Wealth Enterprises, LLC  ·  4 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported DOLLAR GEN CORP NEW (DG) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows DG at 0.09% 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 Avidian Wealth Enterprises, LLC'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 Q3

DG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 26,089 +400 +1.6% 0.09% $3.1M 2026-10-08 $124.27
2026 Q2 ADDED — — — 25,689 +403 +1.6% 0.08% $3.0M 2026-07-24 $116.65
2026 Q1 ADDED — — — 25,286 +24,322 +2523.0% 0.09% $3.0M 2026-05-07 $115.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DG

As of 2026 Q3 — sorted by position size

Horrell Capital Management, Inc. 3Y 7Y 1.22% Border to Coast Pensions Partnership Ltd 3Y 0.77% KWMG, LLC 3Y 7Y 0.54% Meadowbrook Wealth Management, LLC 0.3% LAWOOD & CO 0.28% Byrne Asset Management LLC 3Y 0.27% STEPH & CO 3Y 0.15% REINHART PARTNERS, LLC. 3Y 7Y 0.11% Legacy Wealth Asset Management, LLC 3Y 0.11% VISTA INVESTMENT PARTNERS LLC 0.11%

FAQ About Avidian Wealth Enterprises, LLC and DG

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

How long has Avidian Wealth Enterprises, LLC reported owning DG?

Avidian Wealth Enterprises, LLC reported DG across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported DG position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for DG was 0.09% in 2026 Q1.

What is the latest reported DG position on this page?

The most recent filing on this page is 2026 Q3, when Avidian Wealth Enterprises, LLC reported 26,089 shares, equal to 0.09% of portfolio, with an estimated market value of $3.1M.

What does the chart on this DG ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC'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 Avidian Wealth Enterprises, LLC time their DG position?

Based on 13F filing dates vs. subsequent DG price moves, Avidian Wealth Enterprises, LLC correctly timed 2 out of 3 reported position changes (67%).

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