Position in HRB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,229,734
+$746,955 QoQ
Shares Held
38,744
+249.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Mutual Advisors, LLC holds $206,028 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
4,936 | $206,028 |
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,229,734 | 38,744 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,779 | 11,078 | Shares | Sole | 2026-02-02 | |
| 2023-09-30 | $455,402 | 10,576 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||