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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

FIVE holding history

Five Below, Inc in every 13F filed by EverSource Wealth Advisors, LLC, 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)
1,722
Value
$309.6K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of FIVE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,722$309.6K<0.1%−553−24.3%ReducedHolders
Q1 20262,275$519.8K<0.1%+650+40.0%AddedHolders
Q4 20251,625$306.1K<0.1%+795+95.8%AddedHolders
Q3 2025830$128.4K<0.1%+75+9.9%AddedHolders
Q2 2025755$99.0K<0.1%+532+238.6%AddedHolders
Q1 2025223$16.7K<0.1%−354−61.4%ReducedHolders
Q4 2024577$60.6K<0.1%+558+2,936.8%AddedHolders
Q3 202419$1.68K<0.1%+14+280.0%AddedHolders
Q2 20245$364<0.1%−28−84.8%ReducedHolders
Q1 202433$4.83K<0.1%+8+32.0%AddedHolders
Q4 202325$5.33K<0.1%+17+212.5%AddedHolders
Q3 20238$1.29K<0.1%+8NewHolders
Q2 20230$00.0%−3−100.0%Sold outHolders
Q1 20233$618<0.1%+3NewHolders