Position in ROST
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,430,352
+$1,418,676 QoQ
Shares Held
6,720
-42.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#641
of 1,411 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROST Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,573,232 across 3 Apparel Retail names. ROST ranks #1 (90.9% of the industry book) .
All Filings in ROST
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,430,352 | 6,720 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,676 | 11,676 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $11,676 | 11,676 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,676 | 11,676 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,676 | 11,676 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,567 | 9,567 | Shares | Sole | 2025-04-14 | |
| 2023-06-30 | $3,139 | 28 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,971 | 28 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,249 | 28 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,359 | 28 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,966 | 28 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,402 | 115 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $13,142 | 115 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $12,517 | 115 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,184 | 66 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,714 | 56 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,754 | 55 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||