Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,108
+$37,839 QoQ
Shares Held
1,027
+2467.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 536 holders
Holding Since
Dec 2020
10 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, 2026Clearstead Advisors, LLC holds $265,931 across 7 Personal Services names. HRB ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
1,463 | $111,129 | |
| 2 | ROL |
Rollins Inc
|
1,850 | $77,219 | |
| 3 | HRB |
H&R Block Inc
This page
|
1,027 | $39,108 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
415 | $29,415 | |
| 5 | FTDR |
Frontdoor, Inc.
|
75 | $5,819 | |
| 6 | CSV |
Carriage Services Inc
|
84 | $3,220 | |
| 7 | MED |
Medifast Inc
|
2 | $21 |
All Filings in HRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,108 | 1,027 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,269 | 40 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,957 | 435 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,841 | 511 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,966 | 218 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $329 | 6 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $422 | 8 | Shares | Sole | 2025-02-10 | |
| 2021-06-30 | $9,979 | 425 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,265 | 425 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,740 | 425 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||