Position in ROL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$289,909
-$173,084 QoQ
Shares Held
5,428
-29.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
5 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, 2026Arkadios Wealth Advisors holds $380,685 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
9,997 | $380,685 |
All Filings in ROL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $289,909 | 5,428 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $462,993 | 7,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $490,537 | 8,351 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,894 | 6,627 | Shares | Sole | 2025-08-04 | |
| 2021-09-30 | $25,084 | 710 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||