Pinnacle Wealth Planning Services, Inc.

Position in HRB — H&R Block Inc

CIK 1726752 MANSFIELD, OH

Position in HRB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$25,551

+$3,968 QoQ

Shares Held

671

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#424

of 536 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $539,991 across 6 Personal Services names. HRB ranks #3 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTDR	Frontdoor, Inc.	5,805	$450,409
2	BFAM	Bright Horizons Family Solutions Inc.	432	$30,620
3	HRB	H&R Block Inc This page	671	$25,551
4	ROL	Rollins Inc	520	$21,704
5	MED	Medifast Inc	631	$6,694
6	SCI	Service Corp International	66	$5,013

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,551	671	-1.3%	Shares	Sole	2026-08-07
2026-03-31	$21,583	680	+2856.5%	Shares	Sole	2026-05-11
2025-12-31	$1,002	23	-97.4%	Shares	Sole	2026-02-13
2020-12-31	$14,051	886	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.