Position in CSV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,850
-$1,615 QoQ
Shares Held
283
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 157 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $819,809 across 7 Personal Services names. CSV ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
11,347 | $473,623 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,558 | $181,311 | |
| 3 | SCI |
Service Corp International
|
1,634 | $124,118 | |
| 4 | HRB |
H&R Block Inc
|
604 | $23,000 | |
| 5 | CSV |
Carriage Services Inc
This page
|
283 | $10,850 | |
| 6 | MED |
Medifast Inc
|
439 | $4,657 | |
| 7 | FTDR |
Frontdoor, Inc.
|
29 | $2,250 |
All Filings in CSV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,850 | 283 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,465 | 273 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,463 | 271 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $11,252 | 246 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,578 | 273 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,879 | 273 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,864 | 270 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $7,246 | 270 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $7,300 | 270 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,752 | 270 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,627 | 270 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,766 | 270 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,240 | 270 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6 | 270 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,683 | 270 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,705 | 270 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $14,399 | 270 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $17,398 | 270 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $12,039 | 270 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $9,981 | 270 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $9,501 | 270 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $8,456 | 270 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,023 | 270 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,892 | 270 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,360 | 270 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||