Position in ROST
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$31,076
+$6,597 QoQ
Shares Held
146
+29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,237
of 1,411 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $355,869 across 4 Apparel Retail names. ROST ranks #2 (8.7% of the industry book) .
All Filings in ROST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,076 | 146 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $24,479 | 113 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,293 | 96 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,019 | 92 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,272 | 57 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $511 | 4 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $6 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $5 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $5 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $7 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||