True Wealth Design, LLC

Position in HRB — H&R Block Inc

CIK 1966033 AKRON, OH

Position in HRB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$74,598

+$53,491 QoQ

Shares Held

1,959

+194.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#399

of 536 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $112,096 across 5 Personal Services names. HRB ranks #1 (66.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc This page	1,959	$74,598
2	BFAM	Bright Horizons Family Solutions Inc.	316	$22,398
3	ROL	Rollins Inc	308	$12,855
4	SCI	Service Corp International	17	$1,291
5	MED	Medifast Inc	90	$954

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,598	1,959	+194.6%	Shares	Sole	2026-07-16
2026-03-31	$21,107	665	+972.6%	Shares	Sole	2026-04-13
2025-12-31	$2,701	62	-65.2%	Shares	Sole	2026-01-08
2025-09-30	$9,001	178	+1680.0%	Shares	Sole	2025-10-21
2025-06-30	$548	10	+233.3%	Shares	Sole	2025-08-06
2025-03-31	$164	3	-88.5%	Shares	Sole	2025-05-13
2024-12-31	$1,373	26	-96.5%	Shares	Sole	2025-02-14
2024-09-30	$46,709	735	-95.9%	Shares	Sole	2024-11-14
2024-06-30	$973,753	17,956	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$888,105	18,084	-1.1%	Shares	Sole	2024-05-14
2022-12-31	$667,585	18,285	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.