Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$700,215
+$382,720 QoQ
Shares Held
18,388
+83.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 536 holders
Holding Since
Sep 2021
10 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, 2026Integrated Wealth Concepts LLC holds $1,511,694 across 7 Personal Services names. HRB ranks #1 (46.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
18,388 | $700,215 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
4,538 | $321,653 | |
| 3 | ROL |
Rollins Inc
|
6,534 | $272,729 | |
| 4 | SCI |
Service Corp International
|
2,364 | $179,569 | |
| 5 | FTDR |
Frontdoor, Inc.
|
228 | $17,690 | |
| 6 | MED |
Medifast Inc
|
1,064 | $11,289 | |
| 7 | CSV |
Carriage Services Inc
|
223 | $8,549 |
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,215 | 18,388 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $317,495 | 10,003 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $696,539 | 15,983 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $736,906 | 14,572 | Shares | Other | 2025-11-14 | |
| 2024-06-30 | $660,358 | 12,177 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $591,726 | 12,049 | Shares | Other | 2024-05-15 | |
| 2022-12-31 | $327,093 | 8,959 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $349,423 | 8,214 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $278,243 | 11,810 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $221,200 | 8,848 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||