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Creative Planning → FIVE

Creative Planning FIVE Position History

Five Below, Inc. • Consumer Cyclical

Quarters held
8
Latest value
$10.5M
Q3 2026
Peak value
$10.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q3 2025$18K
Q4 2025$4.3M
Q1 2026$9.2M
Q2 2026$22K
Q2 2026$6.2M
Q3 2026$31K
Q3 2026$10.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.5M47.8K——
Q3 2026$31K143——
Q2 2026$6.2M34.3K——
Q2 2026$22K122——
Q1 2026$9.2M40.5K——
Q4 2025$4.3M23.0K——
Q3 2025$18K115——
Q3 2025$1.9M12.0K——

Other funds holding FIVE

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B