JFS WEALTH ADVISORS, LLC

Position in FIVE — Five Below, Inc

CIK 1568068 HERMITAGE, PA

Position in FIVE

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$7,910

-$1,914 QoQ

Shares Held

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#532

of 604 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $410,184 across 15 Specialty Retail names. FIVE ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	5,516	$174,360
2	CASY	Caseys General Stores Inc	89	$70,736
3	MUSA	Murphy USA Inc.	91	$49,037
4	WSM	Williams Sonoma Inc	138	$32,167
5	DKS	Dick's Sporting Goods, Inc.	136	$30,846
6	ULTA	Ulta Beauty, Inc.	61	$27,509
7	BBY	Best Buy Co Inc	122	$9,257
8	FIVE	Five Below, Inc This page	44	$7,910

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,910	44	+2.3%	Shares	Sole	2026-07-10
2026-03-31	$9,824	43	+10.3%	Shares	Sole	2026-04-21
2025-12-31	$7,346	39	+69.6%	Shares	Sole	2026-01-14
2025-09-30	$3,558	23	+360.0%	Shares	Sole	2025-11-10
2025-06-30	$655	5	+150.0%	Shares	Sole	2025-07-24
2024-12-31	$209	2	0.0%	Shares	Sole	2025-01-31
2024-09-30	$176	2	-90.5%	Shares	Sole	2024-10-25
2024-06-30	$2,288	21	-36.4%	Shares	Sole	2024-07-15
2024-03-31	$5,985	33	-2.9%	Shares	Sole	2024-04-30
2023-12-31	$7,247	34	+3.0%	Shares	Sole	2024-02-07
2023-09-30	$5,309	33	0.0%	Shares	Sole	2023-11-02
2023-06-30	$6,485	33	-13.2%	Shares	Sole	2023-08-07
2023-03-31	$7,826	38	+11.8%	Shares	Sole	2023-04-19
2022-12-31	$6,013	34	+3.0%	Shares	Sole	2023-02-13
2022-09-30	$4,543	33	+200.0%	Shares	Sole	2022-10-21
2022-06-30	$1,247	11	-45.0%	Shares	Sole	2022-08-02
2022-03-31	$3,167	20	+122.2%	Shares	Sole	2022-05-02
2021-12-31	$1,862	9	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.