EVOLVE PRIVATE WEALTH, LLC

Position in HRB — H&R Block Inc

CIK 2111131 LOS ANGELES, CA

Position in HRB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$339,597

New position

Shares Held

8,918

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#318

of 536 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Cyclical · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,552,251 across 3 Personal Services names. HRB ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTDR	Frontdoor, Inc.	11,689	$906,949
2	HRB	H&R Block Inc This page	8,918	$339,597
3	BFAM	Bright Horizons Family Solutions Inc.	4,313	$305,705

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,597	8,918	—	Shares	Defined	2026-08-12
No filing history on record for this holder in this stock.