Compound Planning, Inc.

Position in FIVE — Five Below, Inc

CIK 1978879 NEW YORK, NY

Position in FIVE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$236,019

New position

Shares Held

1,033

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Compound Planning, Inc. holds $2,566,663 across 6 Specialty Retail names.

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	1,196	$950,568
2	WSM	Williams Sonoma Inc	1,708	$398,134
3	DKS	Dick's Sporting Goods, Inc.	1,575	$357,225
4	BBY	Best Buy Co Inc	4,638	$351,931
5	MUSA	Murphy USA Inc.	504	$271,590
6	ULTA	Ulta Beauty, Inc.	526	$237,215

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$236,019	1,033	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.