Foundations Investment Advisors, LLC
EndowmentPosition in FIVE — Five Below, Inc
CIK 1743404
PHOENIX, AZ
Position in FIVE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$886,045
New position
Shares Held
3,878
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $1,107,308 across 3 Specialty Retail names.
All Filings in FIVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $886,045 | 3,878 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||