Concord Wealth Partners

Position in FIVE — Five Below, Inc

CIK 1814214 ABINGDON, VA

Position in FIVE

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$89,895

-$4,285 QoQ

Shares Held

500

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#475

of 604 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $162,406 across 4 Specialty Retail names. FIVE ranks #1 (55.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIVE	Five Below, Inc This page	500	$89,895
2	WSM	Williams Sonoma Inc	258	$60,139
3	CASY	Caseys General Stores Inc	10	$7,947
4	TSCO	Tractor Supply Co /De/	140	$4,425

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,895	500	0.0%	Shares	Sole	2026-07-27
2025-12-31	$94,180	500	0.0%	Shares	Sole	2026-01-29
2025-09-30	$77,350	500	0.0%	Shares	Sole	2025-11-05
2025-06-30	$65,590	500	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.