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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FIVE holding history

Five Below, Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIVE overviewAll 13F holders of FIVEFull Q2 2026 holdings

Shares (Q2 2026)
34,418
Value
$6.19M
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of FIVE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,418$6.19M<0.1%−6,061−15.0%ReducedHolders
Q1 202640,479$9.25M<0.1%+17,435+75.7%AddedHolders
Q4 202523,044$4.34M<0.1%+10,930+90.2%AddedHolders
Q3 202512,114$1.87M<0.1%+3,252+36.7%AddedHolders
Q2 20258,862$1.16M<0.1%+1,058+13.6%AddedHolders
Q1 20257,804$584.7K<0.1%−2,720−25.8%ReducedHolders
Q4 202410,524$1.10M<0.1%+1,415+15.5%AddedHolders
Q3 20249,109$804.8K<0.1%+3,724+69.2%AddedHolders
Q2 20245,385$586.8K<0.1%−2,005−27.1%ReducedHolders
Q1 20247,390$1.34M<0.1%+976+15.2%AddedHolders
Q4 20236,414$1.37M<0.1%+1,558+32.1%AddedHolders
Q3 20234,856$781.3K<0.1%+96+2.0%AddedHolders
Q2 20234,760$935.5K<0.1%+1,053+28.4%AddedHolders
Q1 20233,707$763.6K<0.1%+995+36.7%AddedHolders
Q4 20222,712$479.7K<0.1%+201+8.0%AddedHolders
Q3 20222,511$346.0K<0.1%+346+16.0%AddedHolders
Q2 20222,165$246.0K<0.1%+759+54.0%AddedHolders
Q1 20221,406$223.0K<0.1%+91+6.9%AddedHolders
Q4 20211,315$272.0K<0.1%+1,315NewHolders