Position in FIVE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$62,926
+$17,230 QoQ
Shares Held
350
+75.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#483
of 604 holders
Holding Since
Mar 2021
18 quarters on record
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,247,110 across 9 Specialty Retail names. FIVE ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
7,747 | $6,157,238 | |
| 2 | WSM |
Williams Sonoma Inc
|
2,788 | $649,881 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
604 | $272,391 | |
| 4 | FIVE |
Five Below, Inc
This page
|
350 | $62,926 | |
| 5 | BBY |
Best Buy Co Inc
|
745 | $56,530 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
1,255 | $39,670 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
175 | $4,047 | |
| 8 | GME |
GameStop Corp.
|
157 | $3,466 |
All Filings in FIVE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,926 | 350 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $45,696 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $38,048 | 202 | Shares | Sole | 2026-01-14 | |
| 2024-09-30 | $706 | 8 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,031 | 37 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,887 | 49 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,592 | 45 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,045 | 50 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,058 | 41 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,032 | 39 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,251 | 41 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,644 | 41 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,650 | 41 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,076 | 51 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $21,309 | 103 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,194 | 52 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $10,050 | 52 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,651 | 103 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||