Position in ROL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$267
-$33 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Sound Income Strategies, LLC holds $9,973,266 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
261,903 | $9,973,266 |
All Filings in ROL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267 | 5 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $300 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $293 | 5 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $282 | 5 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,913 | 239 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $308,181 | 6,649 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,163 | 23 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,122 | 23 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,480 | 32 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,397 | 32 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $342 | 10 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $344 | 10 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $546 | 14 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $541 | 10 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $423 | 10 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $361 | 10 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||