Position in HRB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,332
+$2,287 QoQ
Shares Held
105
+337.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026United Financial Planning Group LLC holds $4,257 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
102 | $4,257 |
All Filings in HRB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,332 | 105 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,045 | 24 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||