Position in HRB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$266
New position
Shares Held
7
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#524
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Mosley Wealth Management holds $850 across 2 Personal Services names. HRB ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
14 | $584 | |
| 2 | HRB |
H&R Block Inc
This page
|
7 | $266 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266 | 7 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||