Position in FIVE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$15,308
-$137 QoQ
Shares Held
67
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Mar 31, 2026Golden State Wealth Management, LLC holds $451,684 across 14 Specialty Retail names. FIVE ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
537 | $280,695 | |
| 2 | CASY |
Caseys General Stores Inc
|
55 | $40,032 | |
| 3 | RH |
Rh
|
205 | $28,663 | |
| 4 | WSM |
Williams Sonoma Inc
|
110 | $20,056 | |
| 5 | SBH |
Sally Beauty Holdings, Inc.
|
1,383 | $19,154 | |
| 6 | MUSA |
Murphy USA Inc.
|
33 | $16,301 | |
| 7 | FIVE |
Five Below, Inc
This page
|
67 | $15,308 | |
| 8 | BBWI |
Bath & Body Works, Inc.
|
470 | $8,774 |
All Filings in FIVE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,308 | 67 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,445 | 82 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,364 | 67 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,789 | 67 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,020 | 67 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,032 | 67 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||