Position in ROL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$250,492
-$35,923 QoQ
Shares Held
4,690
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Curi Capital, LLC holds $584,223 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
15,342 | $584,223 |
All Filings in ROL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,492 | 4,690 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $286,415 | 4,772 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $201,536 | 3,431 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||