Position in FIVE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$677,443
-$66,202 QoQ
Shares Held
2,965
-24.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Optimize Financial Inc holds $2,002,717 across 3 Specialty Retail names. FIVE ranks #2 (33.8% of the industry book) .
All Filings in FIVE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,443 | 2,965 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $743,645 | 3,948 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $602,092 | 3,892 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,082,497 | 8,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $622,668 | 8,310 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $673,003 | 6,412 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||