Position in FIVE
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,363,340
+$597,544 QoQ
Shares Held
5,967
+60.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 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, 2026BURNEY CO/ holds $19,580,452 across 5 Specialty Retail names.
All Filings in FIVE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,363,340 | 5,967 | Shares | Sole | 2026-04-29 | |
| 2023-03-31 | $765,796 | 3,718 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $894,254 | 5,056 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $777,697 | 5,649 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $789,245 | 6,958 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,526,214 | 28,580 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,647 | 1,110 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||