Position in FIVE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,573,370
+$1,306,273 QoQ
Shares Held
11,263
+67.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Dakota Wealth Management holds $16,399,508 across 4 Specialty Retail names.
All Filings in FIVE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,573,370 | 11,263 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,267,097 | 6,727 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||