Position in FTDR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$31,576
+$370 QoQ
Shares Held
407
-24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 384 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTDR 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. FTDR ranks #5 (3.6% 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.
This page
|
407 | $31,576 | |
| 6 | MED |
Medifast Inc
|
274 | $2,905 | |
| 7 | CSV |
Carriage Services Inc
|
34 | $1,303 |
All Filings in FTDR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,576 | 407 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $31,206 | 541 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,200 | 538 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,091 | 799 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,601 | 302 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,343 | 427 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,666 | 264 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,006 | 237 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,938 | 213 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $5,070 | 144 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,404 | 144 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,593 | 144 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,512 | 126 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,620 | 126 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,569 | 126 | Shares | Sole | 2022-11-07 | |
| 2021-12-31 | $1,942 | 53 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||