Bogart Wealth, LLC

Position in HRB — H&R Block Inc

CIK 1715740 MCLEAN, VA

Position in HRB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$53,121

+$11,510 QoQ

Shares Held

1,395

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#406

of 536 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Bogart Wealth, LLC holds $63,393 across 4 Personal Services names. HRB ranks #1 (83.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	1,395	$53,121
2	ROL	Rollins Inc	132	$5,509
3	BFAM	Bright Horizons Family Solutions Inc.	34	$2,409
4	SCI	Service Corp International	31	$2,354

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,121	1,395	+6.4%	Shares	Sole	2026-07-24
2026-03-31	$41,611	1,311	+51.4%	Shares	Sole	2026-04-28
2025-12-31	$37,740	866	-2.3%	Shares	Sole	2026-01-30
2025-09-30	$44,805	886	+2.3%	Shares	Sole	2025-10-27
2025-06-30	$47,534	866	+30.0%	Shares	Sole	2025-07-30
2025-03-31	$36,570	666	+42.9%	Shares	Sole	2025-05-02
2024-12-31	$24,623	466	0.0%	Shares	Sole	2025-01-30
2024-09-30	$29,614	466	+606.1%	Shares	Sole	2024-10-23
2024-06-30	$3,579	66	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,241	66	0.0%	Shares	Sole	2024-04-25
2023-12-31	$3,192	66	-93.4%	Shares	Sole	2024-02-07
2023-03-31	$35,250	1,000	0.0%	Shares	Sole	2023-04-21
2022-12-31	$36,510	1,000	0.0%	Shares	Sole	2023-02-06
2022-09-30	$42,540	1,000	0.0%	Shares	Sole	2022-11-03
2022-06-30	$35,320	1,000	0.0%	Shares	Sole	2022-07-22
2022-03-31	$26,040	1,000	0.0%	Shares	Sole	2022-04-22
2021-12-31	$23,560	1,000	-38.3%	Shares	Sole	2022-01-19
2021-09-30	$40,500	1,620	0.0%	Shares	Sole	2021-10-15
2021-06-30	$38,037	1,620	+161.3%	Shares	Sole	2021-08-06
2021-03-31	$13,516	620	0.0%	Shares	Sole	2021-04-16
2020-12-31	$9,833	620	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.