Position in FIVE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$375,164
+$135,571 QoQ
Shares Held
1,642
+29.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026EARNED WEALTH ADVISORS, LLC holds $370,254 across 1 Specialty Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
821 | $370,254 |
All Filings in FIVE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,164 | 1,642 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $239,593 | 1,272 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||