WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in ROST — Ross Stores, Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in ROST
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,355,398
-$72,807 QoQ
Shares Held
11,066
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#534
of 1,411 holders
Holding Since
Mar 2020
24 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $2,724,300 across 2 Apparel Retail names. ROST ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROST |
Ross Stores, Inc.
This page
|
11,066 | $2,355,398 | |
| 2 | TJX |
Tjx Companies Inc /De/
|
2,435 | $368,902 |
All Filings in ROST
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,355,398 | 11,066 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,428,205 | 11,209 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,353,803 | 24,169 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,678,237 | 24,137 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,215,781 | 25,206 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,190,405 | 24,966 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,769,497 | 24,919 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,696,826 | 24,562 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,559,904 | 24,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,406,830 | 50,469 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,079,755 | 51,158 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,003,631 | 53,153 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,923,827 | 52,830 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,518,335 | 51,996 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,899,141 | 50,824 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,341,253 | 51,516 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,512,272 | 50,011 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $42,451 | 390 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $48,360 | 390 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,644 | 389 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,773 | 389 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $36,301 | 389 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $33,158 | 389 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $33,831 | 389 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||