Position in ROL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$980,180
-$560,805 QoQ
Shares Held
23,483
-18.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#401
of 823 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROL Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $1,369,471 across 2 Personal Services names. ROL ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
This page
|
23,483 | $980,180 | |
| 2 | HRB |
H&R Block Inc
|
10,223 | $389,291 |
All Filings in ROL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,180 | 23,483 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,540,985 | 28,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,678,519 | 27,966 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,075 | 9,654 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $523,577 | 9,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $480,867 | 8,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $411,031 | 8,868 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $263,218 | 5,204 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $253,903 | 5,204 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $234,588 | 5,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,703 | 4,802 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $205,669 | 4,802 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||