Position in CSV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$421
-$309 QoQ
Shares Held
11
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 157 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $1,801,328 across 7 Personal Services names. CSV ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
33,204 | $1,264,408 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
6,789 | $481,204 | |
| 3 | ROL |
Rollins Inc
|
904 | $37,732 | |
| 4 | FTDR |
Frontdoor, Inc.
|
120 | $9,310 | |
| 5 | SCI |
Service Corp International
|
100 | $7,596 | |
| 6 | MED |
Medifast Inc
|
62 | $657 | |
| 7 | CSV |
Carriage Services Inc
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|
11 | $421 |
All Filings in CSV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421 | 11 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $730 | 16 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $676 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,336 | 30 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,600 | 35 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $581 | 15 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $398 | 10 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $328 | 10 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||