Position in FIVE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,090
-$2,191 QoQ
Shares Held
45
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#529
of 604 holders
Holding Since
Sep 2023
12 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, 2026Clearstead Trust, LLC holds $118,820 across 7 Specialty Retail names. FIVE ranks #4 (6.8% of the industry book) .
All Filings in FIVE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,090 | 45 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,281 | 45 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,476 | 45 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,961 | 45 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,116 | 39 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,196 | 56 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,093 | 39 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,445 | 39 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,281 | 76 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,784 | 76 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,200 | 76 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,228 | 76 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||