Position in FIVE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,933
-$1,606 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 604 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $10,469 across 2 Specialty Retail names. FIVE ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
This page
|
33 | $5,933 | |
| 2 | DKS |
Dick's Sporting Goods, Inc.
|
20 | $4,536 |
All Filings in FIVE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,933 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,539 | 33 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||