Position in CSV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$328,615
+$86,871 QoQ
Shares Held
7,197
+25.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 2.389884674169793.ToString("F0")%
Shared 0.ToString("F0")%
None 97.61011532583021.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $16,546,279 across 6 Personal Services names. CSV ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFAM |
Bright Horizons Family Solutions Inc.
|
55,570 | $4,563,964 | |
| 2 | HRB |
H&R Block Inc
|
127,561 | $4,048,786 | |
| 3 | SCI |
Service Corp International
|
33,098 | $2,730,915 | |
| 4 | ROL |
Rollins Inc
|
48,712 | $2,601,707 | |
| 5 | FTDR |
Frontdoor, Inc.
|
42,987 | $2,272,292 | |
| 6 | CSV |
Carriage Services Inc
This page
|
7,197 | $328,615 |
All Filings in CSV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $328,615 | 7,197 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $241,744 | 5,715 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $247,241 | 5,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $200,341 | 4,380 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||