Basecamp Wealth Advisors LLC

Position in HRB — H&R Block Inc

CIK 2115254 BELLEVUE, WA

Position in HRB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,670

+$6,973 QoQ

Shares Held

359

+70.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#446

of 536 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Basecamp Wealth Advisors LLC holds $284,469 across 6 Personal Services names. HRB ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROL	Rollins Inc	5,147	$214,835
2	SCI	Service Corp International	565	$42,917
3	HRB	H&R Block Inc This page	359	$13,670
4	FTDR	Frontdoor, Inc.	88	$6,827
5	BFAM	Bright Horizons Family Solutions Inc.	71	$5,032
6	CSV	Carriage Services Inc	31	$1,188

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,670	359	+70.1%	Shares	Sole	2026-08-14
2026-03-31	$6,697	211	+23.4%	Shares	Sole	2026-06-24
2025-12-31	$7,452	171	—	Shares	Sole	2026-06-24
No filing history on record for this holder in this stock.