RAFFA WEALTH MANAGEMENT, LLC

Position in HRB — H&R Block Inc

CIK 1631073 WASHINGTON, DC

Position in HRB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$38

+$7 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#535

of 536 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $3,590 across 5 Personal Services names. HRB ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	29	$2,202
2	FTDR	Frontdoor, Inc.	10	$775
3	ROL	Rollins Inc	7	$292
4	BFAM	Bright Horizons Family Solutions Inc.	4	$283
5	HRB	H&R Block Inc This page	1	$38

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38	1	0.0%	Shares	Sole	2026-07-27
2026-03-31	$31	1	-97.1%	Shares	Sole	2026-07-27
2022-03-31	$911	35	0.0%	Shares	Sole	2026-07-27
2021-12-31	$824	35	0.0%	Shares	Sole	2026-07-27
2021-09-30	$875	35	0.0%	Shares	Sole	2026-07-27
2021-06-30	$821	35	0.0%	Shares	Sole	2026-07-27
2021-03-31	$763	35	0.0%	Shares	Sole	2026-07-27
2020-12-31	$555	35	0.0%	Shares	Sole	2026-07-27
2020-09-30	$570	35	0.0%	Shares	Sole	2026-07-27
2020-06-30	$499	35	0.0%	Shares	Sole	2026-07-27
2020-03-31	$492	35	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.