Position in FIVE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$173,497
New position
Shares Held
965
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#463
of 604 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026USA FINANCIAL FORMULAS holds $173,497 across 1 Specialty Retail name. FIVE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
This page
|
965 | $173,497 |
All Filings in FIVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,497 | 965 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||