JFS WEALTH ADVISORS, LLC

Position in HRB — H&R Block Inc

CIK 1568068 HERMITAGE, PA

Position in HRB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,084

+$482 QoQ

Shares Held

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#481

of 536 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $26,667 across 5 Personal Services names. HRB ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	285	$11,895
2	SCI	Service Corp International	79	$6,000
3	FTDR	Frontdoor, Inc.	45	$3,491
4	HRB	H&R Block Inc This page	81	$3,084
5	BFAM	Bright Horizons Family Solutions Inc.	31	$2,197

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,084	81	-1.2%	Shares	Sole	2026-07-10
2026-03-31	$2,602	82	-39.7%	Shares	Sole	2026-04-21
2025-12-31	$5,926	136	+20.4%	Shares	Sole	2026-01-14
2025-09-30	$5,714	113	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$6,257	114	0.0%	Shares	Sole	2025-07-24
2025-03-31	$6,259	114	-12.3%	Shares	Sole	2025-04-22
2024-12-31	$6,869	130	-21.7%	Shares	Sole	2025-01-31
2024-09-30	$10,549	166	+1.8%	Shares	Sole	2024-10-25
2024-06-30	$8,839	163	+25.4%	Shares	Sole	2024-07-15
2024-03-31	$6,384	130	-0.8%	Shares	Sole	2024-04-30
2023-12-31	$6,336	131	+22.4%	Shares	Sole	2024-02-07
2023-09-30	$4,607	107	0.0%	Shares	Sole	2023-11-02
2023-06-30	$3,410	107	0.0%	Shares	Sole	2023-08-07
2023-03-31	$3,771	107	-17.7%	Shares	Sole	2023-04-19
2022-12-31	$4,746	130	-7.1%	Shares	Sole	2023-02-13
2022-09-30	$5,955	140	-1.4%	Shares	Sole	2022-10-21
2022-06-30	$5,015	142	+79.7%	Shares	Sole	2022-08-02
2022-03-31	$2,057	79	+182.1%	Shares	Sole	2022-05-02
2021-12-31	$659	28	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.