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CAPTRUST FINANCIAL ADVISORS: ROST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ROST, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 145,127 ROST shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,127 shares
    Change vs previous 13F +12,656 shares

    0.05% of the 13F portfolio, value $30,890,387.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 132,471 shares
    Change vs previous 13F +64,869 shares

    0.05% of the 13F portfolio, value $28,694,624.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,602 shares
    Change vs previous 13F +1,792 shares

    0.02% of the 13F portfolio, value $12,177,805.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 65,810 shares
    Change vs previous 13F +1,544 shares

    0.02% of the 13F portfolio, value $10,028,837.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 64,266 shares
    Change vs previous 13F -313 shares

    0.02% of the 13F portfolio, value $8,199,089.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 64,579 shares
    Change vs previous 13F +32,931 shares

    0.02% of the 13F portfolio, value $8,252,604.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,648 shares
    Change vs previous 13F +188 shares

    0.01% of the 13F portfolio, value $4,787,398.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,460 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,735,105.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).