Spire Wealth Management

Position in HRB — H&R Block Inc

CIK 1858740 MCLEAN, VA

Position in HRB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,957

+$1,991 QoQ

Shares Held

314

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#448

of 536 holders

Holding Since

Jun 2021

11 quarters on record

Consumer Cyclical · as of Jun 30, 2026

Spire Wealth Management holds $111,342 across 4 Personal Services names. HRB ranks #3 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCI	Service Corp International	797	$60,540
2	ROL	Rollins Inc	912	$38,066
3	HRB	H&R Block Inc This page	314	$11,957
4	BFAM	Bright Horizons Family Solutions Inc.	11	$779

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,957	314	0.0%	Shares	Sole	2026-07-15
2026-03-31	$9,966	314	-62.4%	Shares	Sole	2026-04-22
2025-12-31	$36,432	836	+61.1%	Shares	Sole	2026-01-14
2025-09-30	$26,245	519	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$28,927	527	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$28,992	528	-0.8%	Shares	Sole	2025-04-23
2024-12-31	$28,110	532	+54.2%	Shares	Sole	2025-01-24
2022-03-31	$8,983	345	-4.2%	Shares	Sole	2022-04-18
2021-12-31	$8,481	360	+5.0%	Shares	Sole	2022-01-14
2021-09-30	$8,575	343	-15.3%	Shares	Sole	2021-10-22
2021-06-30	$9,509	405	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.