Position in ROL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$213,159
-$51,109 QoQ
Shares Held
3,991
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $209,478 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
5,501 | $209,478 |
All Filings in ROL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,159 | 3,991 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,268 | 4,403 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||