Position in FIVE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$686,797
-$2,738,118 QoQ
Shares Held
3,820
-74.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#319
of 604 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Williamson Legacy Group, LLC holds $2,974,997 across 2 Specialty Retail names. FIVE ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
2,879 | $2,288,200 | |
| 2 | FIVE |
Five Below, Inc
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|
3,820 | $686,797 |
All Filings in FIVE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,797 | 3,820 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,424,915 | 14,990 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,737,812 | 14,535 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,912,865 | 12,365 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||