Position in FIVE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,888
-$2,906 QoQ
Shares Held
55
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 604 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $9,888 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
|
55 | $9,888 |
All Filings in FIVE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,888 | 55 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,794 | 56 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,736 | 57 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||