HB Wealth Management, LLC

Position in HRB — H&R Block Inc

CIK 1911253 Atlanta, GA

Position in HRB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$893,928

+$393,484 QoQ

Shares Held

23,475

+48.9% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#229

of 536 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,130,905 across 4 Personal Services names. HRB ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	27,719	$1,156,991
2	HRB	H&R Block Inc This page	23,475	$893,928
3	SCI	Service Corp International	10,532	$800,010
4	BFAM	Bright Horizons Family Solutions Inc.	3,950	$279,976

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$893,928	23,475	+48.9%	Shares	Sole	2026-07-29
2026-03-31	$500,444	15,767	+42.9%	Shares	Sole	2026-04-27
2025-12-31	$480,818	11,033	+103.6%	Shares	Sole	2026-01-28
2025-09-30	$274,089	5,420	+28.8%	Shares	Sole	2025-10-23
2025-06-30	$230,977	4,208	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$230,402	4,196	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.