Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$34,066,354 |
781,697 |
+3.0%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$38,381,162 |
758,971 |
+574.5%
|
Shares |
Sole |
2025-11-12 |
| 2025-03-31 |
$6,178,912 |
112,528 |
-15.7%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$7,056,200 |
133,539 |
+43.1%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$5,929,214 |
93,300 |
+8.4%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$4,667,142 |
86,062 |
-51.7%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$8,755,674 |
178,287 |
+13.5%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$7,596,847 |
157,057 |
+55.8%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$4,341,480 |
100,824 |
-56.6%
|
Shares |
Sole |
2023-11-07 |
| 2023-06-30 |
$7,404,483 |
232,334 |
+679.8%
|
Shares |
Sole |
2023-09-20 |
| 2023-03-31 |
$1,050,273 |
29,795 |
-75.3%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$4,412,014 |
120,844 |
-18.7%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$6,326,802 |
148,726 |
-34.2%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$7,983,344 |
226,029 |
+146.6%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$2,386,956 |
91,665 |
-31.5%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$3,152,775 |
133,819 |
-71.0%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$11,539,725 |
461,589 |
-5.9%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$11,519,311 |
490,601 |
+32.3%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$8,084,464 |
370,847 |
+1616.9%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$342,576 |
21,600 |
-93.7%
|
Shares |
Sole |
2021-02-11 |
| 2020-12-31 |
$5,432,018 |
342,498 |
+1485.6%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$351,864 |
21,600 |
-94.0%
|
Shares |
Sole |
2020-11-12 |
| 2020-09-30 |
$5,878,653 |
360,875 |
-23.7%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$6,751,455 |
472,791 |
+2088.8%
|
Shares |
Sole |
2020-08-12 |
| 2020-06-30 |
$308,448 |
21,600 |
-97.7%
|
Shares |
Sole |
2020-08-12 |
| 2020-03-31 |
$13,466,689 |
956,441 |
+3244.2%
|
Shares |
Sole |
2020-05-13 |
| 2020-03-31 |
$402,688 |
28,600 |
+281.3%
|
Shares |
Sole |
2020-05-13 |
| 2020-03-31 |
$105,600 |
7,500 |
—
|
Shares |
Sole |
2020-05-13 |