Position in ROL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$255,778
-$20,218 QoQ
Shares Held
4,789
-25.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
2 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, 2026Ascent Group, LLC holds $545,074 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
14,314 | $545,074 |
All Filings in ROL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,778 | 4,789 | Shares | Other | 2026-05-15 | |
| 2023-06-30 | $275,996 | 6,444 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||