Synergy Investment Management, LLC
Position in HRB — H&R Block Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$799
New position
Shares Held
21
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#506
of 536 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $18,953 across 2 Personal Services names. HRB ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
239 | $18,154 | |
| 2 | HRB |
H&R Block Inc
This page
|
21 | $799 |
All Filings in HRB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799 | 21 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||