Position in ROST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$26,819
-$476 QoQ
Shares Held
126
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#396
of 497 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Center for Financial Planning, Inc. holds $693,015 across 4 Apparel Retail names. ROST ranks #3 (3.9% of the industry book) .
All Filings in ROST
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,819 | 126 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,295 | 126 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,697 | 126 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $19,201 | 126 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,075 | 126 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,101 | 126 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $19,060 | 126 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $18,964 | 126 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $18,310 | 126 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,491 | 126 | Shares | Sole | 2024-04-25 | |
| 2020-03-31 | $14,002 | 161 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||