Position in FIVE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,744,322
-$476,960 QoQ
Shares Held
9,702
-0.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#239
of 604 holders
Holding Since
Dec 2022
15 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, 2026Baron Wealth Management LLC holds $1,744,322 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
|
9,702 | $1,744,322 |
All Filings in FIVE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,744,322 | 9,702 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,221,282 | 9,722 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,941,803 | 10,309 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,909,307 | 12,342 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,619,023 | 12,342 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $787,589 | 10,511 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,048,130 | 9,986 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $882,263 | 9,986 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,025,516 | 9,411 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,702,795 | 9,388 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,087,262 | 9,792 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $1,551,397 | 9,642 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,626,565 | 8,276 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,636,637 | 7,946 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $1,781,788 | 10,074 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||