Position in CSV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,303
-$3,180 QoQ
Shares Held
34
-67.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 157 holders
Holding Since
Dec 2024
6 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, 2026EverSource Wealth Advisors, LLC holds $880,816 across 7 Personal Services names. CSV ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
8,259 | $344,726 | |
| 2 | HRB |
H&R Block Inc
|
5,358 | $204,029 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,265 | $160,540 | |
| 4 | SCI |
Service Corp International
|
1,787 | $135,737 | |
| 5 | FTDR |
Frontdoor, Inc.
|
407 | $31,576 | |
| 6 | MED |
Medifast Inc
|
274 | $2,905 | |
| 7 | CSV |
Carriage Services Inc
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|
34 | $1,303 |
All Filings in CSV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303 | 34 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||