Position in ROST
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,075,043
+$1,492,778 QoQ
Shares Held
14,447
+97.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#485
of 1,411 holders
Holding Since
Dec 2024
4 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $9,976,432 across 4 Apparel Retail names. ROST ranks #2 (30.8% of the industry book) .
All Filings in ROST
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,075,043 | 14,447 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,582,265 | 7,304 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $254,177 | 1,411 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $236,888 | 1,566 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||