Position in CSV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,549
New position
Shares Held
223
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
of 157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $1,511,694 across 7 Personal Services names. CSV ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
18,388 | $700,215 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
4,538 | $321,653 | |
| 3 | ROL |
Rollins Inc
|
6,534 | $272,729 | |
| 4 | SCI |
Service Corp International
|
2,364 | $179,569 | |
| 5 | FTDR |
Frontdoor, Inc.
|
228 | $17,690 | |
| 6 | MED |
Medifast Inc
|
1,064 | $11,289 | |
| 7 | CSV |
Carriage Services Inc
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|
223 | $8,549 |
All Filings in CSV
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,549 | 223 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||