Position in FIVE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$179
-$49 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 604 holders
Holding Since
Jun 2024
5 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, 2026Beaird Harris Wealth Management, LLC holds $6,340 across 4 Specialty Retail names. FIVE ranks #4 (2.8% of the industry book) .
All Filings in FIVE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179 | 1 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $228 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $188 | 1 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $154 | 1 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $1,416 | 13 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||