Creative Planning

Position in ROL — Rollins Inc

CIK 1540235 OVERLAND PARK, KS

Position in ROL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,365,273

-$1,236,434 QoQ

Shares Held

32,709

-32.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#359

of 823 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $19,630,268 across 5 Personal Services names. ROL ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRB	H&R Block Inc	257,760	$9,815,500
2	FTDR	Frontdoor, Inc.	50,888	$3,948,399
3	BFAM	Bright Horizons Family Solutions Inc.	38,785	$2,749,080
4	SCI	Service Corp International	23,065	$1,752,016
5	ROL	Rollins Inc This page	32,709	$1,365,273

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,365,273	32,709	-32.9%	Shares	Defined	2026-08-13
2026-03-31	$2,601,707	48,712	-37.3%	Shares	Sole	2026-05-12
2025-12-31	$4,664,034	77,708	+42.8%	Shares	Sole	2026-02-17
2025-09-30	$3,195,807	54,406	+50.3%	Shares	Defined	2025-11-14
2025-06-30	$2,042,685	36,205	+44.4%	Shares	Sole	2025-08-08
2025-03-31	$1,354,802	25,075	+20.3%	Shares	Sole	2025-05-15
2024-12-31	$966,072	20,843	-10.0%	Shares	Defined	2025-02-14
2024-09-30	$1,171,887	23,169	+27.1%	Shares	Defined	2024-10-11
2024-06-30	$889,098	18,223	-2.5%	Shares	Defined	2024-08-15
2024-03-31	$864,369	18,681	+18.3%	Shares	Defined	2024-05-13
2023-12-31	$689,636	15,792	-58.3%	Shares	Defined	2024-02-14
2023-09-30	$1,412,715	37,844	+227.4%	Shares	Defined	2023-11-16
2023-06-30	$495,114	11,560	+24.4%	Shares	Defined	2023-07-21
2023-03-31	$348,616	9,289	-42.2%	Shares	Sole	2023-05-15
2022-12-31	$587,709	16,084	+15.7%	Shares	Sole	2023-02-10
2022-09-30	$482,294	13,907	+81.1%	Shares	Sole	2022-11-03
2022-06-30	$268,115	7,678	+832.9%	Shares	Sole	2022-08-15
2022-03-31	$28,846	823	-96.7%	Shares	Sole	2022-05-16
2021-03-31	$865,490	25,145	+1.9%	Shares	Sole	2021-04-30
2020-12-31	$963,895	24,671	-61.1%	Shares	Sole	2021-01-29
2020-09-30	$3,436,353	63,413	+7.7%	Shares	Sole	2020-11-05
2020-06-30	$2,494,821	58,854	+0.0%	Shares	Sole	2020-07-23
2020-03-31	$2,126,836	58,850	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.