Position in CSV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,871
-$2,612 QoQ
Shares Held
41
-61.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $1,274,291 across 8 Personal Services names. CSV ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
10,131 | $541,089 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
4,165 | $342,063 | |
| 3 | SCI |
Service Corp International
|
2,919 | $240,839 | |
| 4 | HRB |
H&R Block Inc
|
3,362 | $106,702 | |
| 5 | FTDR |
Frontdoor, Inc.
|
669 | $35,356 | |
| 6 | EM |
Smart Share Global Ltd
|
4,207 | $4,753 | |
| 7 | CSV |
Carriage Services Inc
This page
|
41 | $1,871 | |
| 8 | MED |
Medifast Inc
|
159 | $1,618 |
All Filings in CSV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,871 | 41 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,483 | 106 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,722 | 353 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,128 | 134 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $387 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $239 | 6 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||