Creative Planning

Position in HRB — H&R Block Inc

CIK 1540235 OVERLAND PARK, KS

Back to HRB Full portfolio

Position in HRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,815,500

+$5,766,714 QoQ

Shares Held

257,760

+102.1% QoQ

Ownership

0.209%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#66

of 539 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in HRB Over Time

Shares Held

Position Value (USD)

Derivatives in HRB

reported options exposure · as of Mar 31, 2023

CallValue

CallShares

PutValue

$7,050

PutShares

200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Personal Services

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $19,630,268 across 5 Personal Services names. HRB ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	257,760	$9,815,500
2	FTDR	Frontdoor, Inc.	50,888	$3,948,399
3	BFAM	Bright Horizons Family Solutions Inc.	38,785	$2,749,080
4	SCI	Service Corp International	23,065	$1,752,016
5	ROL	Rollins Inc	32,709	$1,365,273

All Filings in HRB

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,815,500	257,760	+102.1%	Shares	Defined	2026-08-13
2026-03-31	$4,048,786	127,561	+31.2%	Shares	Sole	2026-05-12
2025-12-31	$4,235,845	97,197	+6.3%	Shares	Sole	2026-02-17
2025-09-30	$4,622,957	91,417	+11.8%	Shares	Defined	2025-11-14
2025-06-30	$4,490,056	81,801	-0.1%	Shares	Defined	2025-08-08
2025-03-31	$4,493,999	81,843	+14.9%	Shares	Sole	2025-05-15
2024-12-31	$3,765,325	71,259	-17.3%	Shares	Defined	2025-02-14
2024-09-30	$5,476,421	86,175	+86.6%	Shares	Defined	2024-10-11
2024-06-30	$2,504,610	46,185	-4.8%	Shares	Defined	2024-08-15
2024-03-31	$2,383,357	48,531	+12.3%	Shares	Sole	2024-05-13
2023-12-31	$2,090,067	43,210	+4.0%	Shares	Defined	2024-02-14
2023-09-30	$1,788,367	41,532	-46.2%	Shares	Defined	2023-11-16
2023-06-30	$2,461,192	77,226	+114.1%	Shares	Sole	2023-07-21
2023-03-31	$1,271,749	36,078	+6.2%	Shares	Sole	2023-05-15
2023-03-31	$7,050	200	—	Put	Sole	2023-05-15
2022-12-31	$1,240,719	33,983	-5.9%	Shares	Sole	2023-02-10
2022-09-30	$1,536,714	36,124	+5.0%	Shares	Sole	2022-11-03
2022-06-30	$1,215,361	34,410	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$832,212	31,959	+4.1%	Shares	Sole	2022-05-16
2021-12-31	$723,456	30,707	+19.5%	Shares	Sole	2022-02-11
2021-09-30	$642,450	25,698	+10.3%	Shares	Sole	2021-11-10
2021-06-30	$546,872	23,291	-36.4%	Shares	Sole	2021-08-04
2021-03-31	$798,468	36,627	-23.1%	Shares	Sole	2021-04-30
2020-12-31	$754,920	47,599	+88.3%	Shares	Sole	2021-01-29
2020-09-30	$411,876	25,284	+59.0%	Shares	Sole	2020-11-05
2020-06-30	$227,052	15,900	+6.4%	Shares	Sole	2020-07-23
2020-03-31	$210,341	14,939	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.