LPL Financial LLC

Position in CSV — Carriage Services Inc

CIK 1403438 FORT MILL, SC

Position in CSV

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,911,327

+$249,135 QoQ

Shares Held

63,761

+1.3% QoQ

Ownership

0.402%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

LPL Financial LLC holds $41,063,571 across 6 Personal Services names. CSV ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	348,365	$18,606,174
2	SCI	Service Corp International	159,553	$13,164,718
3	HRB	H&R Block Inc	104,714	$3,323,622
4	CSV	Carriage Services Inc This page	63,761	$2,911,327
5	BFAM	Bright Horizons Family Solutions Inc.	28,465	$2,337,830
6	FTDR	Frontdoor, Inc.	13,619	$719,900

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,911,327	63,761	+1.3%	Shares	Sole	2026-05-06
2025-12-31	$2,662,192	62,936	+5.0%	Shares	Sole	2026-02-11
2025-09-30	$2,670,752	59,963	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$2,807,338	61,376	-54.8%	Shares	Sole	2025-08-12
2025-03-31	$5,265,853	135,893	+120.2%	Shares	Sole	2025-05-07
2024-12-31	$2,458,745	61,700	+5.2%	Shares	Sole	2025-02-11
2024-09-30	$1,926,136	58,670	+8.1%	Shares	Sole	2024-11-08
2024-06-30	$1,456,875	54,280	+0.7%	Shares	Sole	2024-08-07
2024-03-31	$1,457,645	53,907	-0.6%	Shares	Sole	2024-05-10
2023-12-31	$1,356,392	54,234	+24.1%	Shares	Sole	2024-02-14
2023-09-30	$1,234,129	43,686	+1.5%	Shares	Sole	2023-11-13
2023-06-30	$1,397,346	43,035	+0.2%	Shares	Sole	2023-07-31
2023-03-31	$1,310,834	42,950	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.