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Diversify Advisory Services, LLC: ROST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on ROST, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 28,894 ROST shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,894 shares
    Change vs previous 13F +20,655 shares

    0.06% of the 13F portfolio, value $7,031,508.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 14,447 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,447 shares

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

  2. period ended2026-03-31
    13F 8,239 shares
    Change vs previous 13F -21,771 shares

    0.03% of the 13F portfolio, value $1,854,533.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 935 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,304 shares

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

  3. period ended2025-12-31
    13F 30,010 shares
    Change vs previous 13F +1,488 shares

    0.11% of the 13F portfolio, value $5,774,060.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,599 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,411 shares

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

  4. period ended2025-09-30
    13F 28,522 shares
    Change vs previous 13F -47 shares

    0.15% of the 13F portfolio, value $4,597,715.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    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 28,569 shares
    Change vs previous 13F +630 shares

    0.16% of the 13F portfolio, value $4,228,220.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    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 27,939 shares
    Change vs previous 13F -7,007 shares

    0.25% of the 13F portfolio, value $3,933,232.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,939 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 34,946 shares
    Change vs previous 13F +343 shares

    0.17% of the 13F portfolio, value $5,302,664.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,380 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,566 shares

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

  8. period ended2024-09-30
    13F 34,603 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,043,453.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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