Position in FIVE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$318,587
-$86,279 QoQ
Shares Held
1,772
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#400
of 604 holders
Holding Since
Dec 2022
12 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, 2026Grey Fox Wealth Advisors, LLC holds $318,587 across 1 Specialty Retail name. FIVE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
This page
|
1,772 | $318,587 |
All Filings in FIVE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,587 | 1,772 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $404,866 | 1,772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $333,773 | 1,772 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $283,874 | 1,835 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $240,715 | 1,835 | Shares | Sole | 2025-08-06 | |
| 2024-06-30 | $210,856 | 1,935 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $350,970 | 1,935 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $412,464 | 1,935 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $319,386 | 1,985 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $390,131 | 1,985 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $408,850 | 1,985 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $351,086 | 1,985 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||