SHP Wealth Management

Position in HRB — H&R Block Inc

CIK 1807060 PLYMOUTH, MA

Position in HRB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$24,218

+$6,095 QoQ

Shares Held

636

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#426

of 536 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SHP Wealth Management holds $33,300 across 4 Personal Services names. HRB ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	636	$24,218
2	SCI	Service Corp International	112	$8,507
3	ROL	Rollins Inc	7	$292
4	BFAM	Bright Horizons Family Solutions Inc.	4	$283

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,218	636	+11.4%	Shares	Sole	2026-08-11
2026-03-31	$18,123	571	+4.2%	Shares	Sole	2026-05-08
2025-12-31	$23,881	548	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.