Position in HRB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,257,221
-$1,080,017 QoQ
Shares Held
39,610
-26.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.1961625852057565.ToString("F0")%
Shared 0.ToString("F0")%
None 96.80383741479424.ToString("F0")%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $32,767,810 across 8 Personal Services names. HRB ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
301,173 | $24,849,784 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
60,501 | $4,968,947 | |
| 3 | HRB |
H&R Block Inc
This page
|
39,610 | $1,257,221 | |
| 4 | ROL |
Rollins Inc
|
22,675 | $1,211,071 | |
| 5 | FTDR |
Frontdoor, Inc.
|
6,814 | $360,188 | |
| 6 | MED |
Medifast Inc
|
9,034 | $92,056 | |
| 7 | CSV |
Carriage Services Inc
|
622 | $28,400 | |
| 8 | TRNR |
Interactive Strength, Inc.
|
15 | $143 |
All Filings in HRB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,257,221 | 39,610 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,337,238 | 53,631 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,288,646 | 45,257 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $832,077 | 15,159 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $821,563 | 14,962 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,116,403 | 21,128 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,859,473 | 29,260 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $884,979 | 16,319 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $216,182 | 4,402 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $264,632 | 5,471 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $184,339 | 4,281 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $63,230 | 1,984 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $37,964 | 1,077 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $48,667 | 1,333 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $60,959 | 1,433 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $26,525 | 751 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,958 | 152 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,088 | 216 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $4,015 | 171 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,727 | 171 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,712 | 171 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,785 | 171 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,441 | 171 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,407 | 171 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||