Institute for Wealth Management, LLC.

Position in HRB — H&R Block Inc

CIK 1533954 DENVER, CO

Position in HRB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$64,621

-$147,520 QoQ

Shares Held

1,697

-59.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#405

of 539 holders

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $103,843 across 4 Personal Services names. HRB ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	1,697	$64,621
2	BFAM	Bright Horizons Family Solutions Inc.	253	$17,932
3	FTDR	Frontdoor, Inc.	200	$15,518
4	SCI	Service Corp International	76	$5,772

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,621	1,697	-59.5%	Shares	Sole	2026-07-28
2025-09-30	$212,141	4,195	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.