American Capital Advisory, LLC

Position in HRB — H&R Block Inc

CIK 2018007 KETCHUM, ID

Position in HRB

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$95

-$515 QoQ

Shares Held

-78.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

American Capital Advisory, LLC holds $12,023 across 5 Personal Services names. HRB ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDG	Andersen Group Inc.	237	$6,446
2	SCI	Service Corp International	55	$4,538
3	ROL	Rollins Inc	10	$534
4	BFAM	Bright Horizons Family Solutions Inc.	5	$410
5	HRB	H&R Block Inc This page	3	$95

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$95	3	-78.6%	Shares	Sole	2026-04-29
2025-12-31	$610	14	+133.3%	Shares	Sole	2026-01-30
2025-09-30	$303	6	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.