Heritage Wealth Advisors

Position in ROST — Ross Stores, Inc.

CIK 1591122 RICHMOND, VA

Position in ROST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$208,593

-$3,704 QoQ

Shares Held

980

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,126

of 1,415 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Heritage Wealth Advisors holds $904,524 across 3 Apparel Retail names. ROST ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	4,571	$692,506
2	ROST	Ross Stores, Inc. This page	980	$208,593
3	LULU	lululemon athletica inc.	30	$3,425

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,593	980	0.0%	Shares	Sole	2026-08-14
2026-03-31	$212,297	980	0.0%	Shares	Sole	2026-05-14
2025-12-31	$176,537	980	0.0%	Shares	Sole	2026-02-13
2025-09-30	$149,342	980	0.0%	Shares	Sole	2025-11-13
2025-06-30	$125,028	980	0.0%	Shares	Sole	2025-08-11
2025-03-31	$125,234	980	0.0%	Shares	Sole	2025-05-08
2024-12-31	$148,244	980	0.0%	Shares	Sole	2025-02-12
2024-09-30	$147,499	980	0.0%	Shares	Sole	2024-11-12
2024-06-30	$142,413	980	0.0%	Shares	Sole	2024-12-12
2024-03-31	$143,824	980	0.0%	Shares	Sole	2024-12-12
2023-12-31	$135,622	980	0.0%	Shares	Sole	2024-12-12
2023-09-30	$110,691	980	0.0%	Shares	Sole	2024-12-12
2023-06-30	$109,887	980	0.0%	Shares	Sole	2024-12-12
2023-03-31	$104,007	980	0.0%	Shares	Sole	2023-05-04
2022-12-31	$113,748	980	0.0%	Shares	Sole	2024-12-12
2022-09-30	$82,584	980	0.0%	Shares	Sole	2024-12-12
2022-06-30	$68,825	980	0.0%	Shares	Sole	2022-08-04
2022-03-31	$88,650	980	0.0%	Shares	Sole	2022-05-11
2021-12-31	$111,994	980	0.0%	Shares	Sole	2022-03-28
2021-09-30	$106,673	980	0.0%	Shares	Sole	2021-11-02
2021-06-30	$121,520	980	0.0%	Shares	Sole	2021-08-09
2021-03-31	$117,511	980	0.0%	Shares	Sole	2021-04-27
2020-12-31	$120,353	980	0.0%	Shares	Sole	2021-02-01
2020-09-30	$91,453	980	0.0%	Shares	Sole	2020-11-03
2020-06-30	$83,535	980	-1.6%	Shares	Sole	2020-07-17
2020-03-31	$86,622	996	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.