CHOREO, LLC

Position in HRB — H&R Block Inc

CIK 1679031 ROCKFORD, IL

Position in HRB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$611,564

+$138,289 QoQ

Shares Held

16,060

+7.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#269

of 536 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

CHOREO, LLC holds $2,287,176 across 3 Personal Services names. HRB ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTDR	Frontdoor, Inc.	17,050	$1,322,909
2	HRB	H&R Block Inc This page	16,060	$611,564
3	ROL	Rollins Inc	8,450	$352,703

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,564	16,060	+7.7%	Shares	Sole	2026-08-04
2026-03-31	$473,275	14,911	+15.1%	Shares	Sole	2026-05-13
2025-12-31	$564,666	12,957	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$661,860	13,088	-25.0%	Shares	Sole	2025-11-12
2025-06-30	$957,446	17,443	+18.2%	Shares	Sole	2025-08-13
2025-03-31	$810,361	14,758	-28.1%	Shares	Sole	2025-05-06
2024-12-31	$1,084,646	20,527	+4.5%	Shares	Sole	2025-01-27
2024-09-30	$1,247,804	19,635	+17.3%	Shares	Sole	2024-11-07
2024-06-30	$907,484	16,734	+94.6%	Shares	Sole	2024-08-07
2024-03-31	$422,346	8,600	+8.3%	Shares	Sole	2024-05-02
2023-12-31	$384,251	7,944	0.0%	Shares	Sole	2024-02-05
2023-09-30	$342,068	7,944	0.0%	Shares	Sole	2023-11-08
2023-06-30	$253,175	7,944	-1.4%	Shares	Sole	2023-08-04
2023-03-31	$283,974	8,056	-3.9%	Shares	Sole	2023-05-15
2022-12-31	$305,917	8,379	0.0%	Shares	Sole	2023-02-13
2022-09-30	$356,442	8,379	-0.2%	Shares	Sole	2022-10-21
2022-06-30	$296,688	8,400	+0.3%	Shares	Sole	2022-08-11
2022-03-31	$218,189	8,379	-38.0%	Shares	Sole	2022-05-02
2021-12-31	$318,224	13,507	-0.8%	Shares	Sole	2022-02-08
2021-09-30	$340,400	13,616	0.0%	Shares	Sole	2021-11-08
2021-06-30	$319,703	13,616	-4.0%	Shares	Sole	2021-08-13
2021-03-31	$309,167	14,182	0.0%	Shares	Sole	2021-04-29
2020-12-31	$224,926	14,182	-10.3%	Shares	Sole	2021-02-04
2020-09-30	$257,414	15,802	+57.6%	Shares	Sole	2020-11-03
2020-03-31	$141,194	10,028	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.