Position in ROL
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$246,433
-$48,025 QoQ
Shares Held
4,614
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Frank, Rimerman Advisors LLC holds $426,191 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
11,192 | $426,191 |
All Filings in ROL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,433 | 4,614 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $294,458 | 4,906 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $262,156 | 4,463 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||