WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HRB — H&R Block Inc

CIK 1632972 PLYMOUTH, MN

Position in HRB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,326,954

+$3,242,557 QoQ

Shares Held

113,628

+232.6% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#102

of 536 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Consumer Cyclical · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $14,350,870 across 6 Personal Services names. HRB ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	140,169	$5,850,654
2	HRB	H&R Block Inc This page	113,628	$4,326,954
3	BFAM	Bright Horizons Family Solutions Inc.	37,642	$2,668,064
4	SCI	Service Corp International	13,397	$1,017,636
5	FTDR	Frontdoor, Inc.	4,823	$374,216
6	MED	Medifast Inc	10,683	$113,346

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,326,954	113,628	+232.6%	Shares	Sole	2026-07-15
2026-03-31	$1,084,397	34,165	-13.7%	Shares	Sole	2026-04-08
2025-12-31	$1,724,809	39,578	+2.8%	Shares	Sole	2026-01-08
2025-09-30	$1,946,388	38,489	+31.1%	Shares	Sole	2025-10-29
2025-06-30	$1,611,241	29,354	+84.0%	Shares	Sole	2025-07-10
2025-03-31	$875,814	15,950	-25.3%	Shares	Sole	2025-04-16
2024-12-31	$1,127,499	21,338	-16.8%	Shares	Sole	2025-03-17
2024-09-30	$1,629,485	25,641	+61.6%	Shares	Sole	2024-10-24
2024-06-30	$860,521	15,868	+54.1%	Shares	Sole	2024-07-16
2024-03-31	$505,685	10,297	+1.8%	Shares	Sole	2024-04-15
2023-12-31	$489,359	10,117	+33.6%	Shares	Sole	2024-01-30
2023-09-30	$326,179	7,575	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.