Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$45,863,199 |
1,052,391 |
+35085.3%
|
Shares |
Other |
2026-02-13 |
| 2025-09-30 |
$151,254 |
2,991 |
-99.6%
|
Shares |
Other |
2025-11-12 |
| 2025-06-30 |
$40,694,621 |
741,385 |
+12.9%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$36,043,637 |
656,413 |
+68.3%
|
Shares |
Other |
2025-05-14 |
| 2024-12-31 |
$20,605,221 |
389,955 |
-9.1%
|
Shares |
Other |
2025-02-13 |
| 2024-09-30 |
$27,271,465 |
429,134 |
+70.6%
|
Shares |
Other |
2024-11-13 |
| 2024-06-30 |
$13,643,453 |
251,585 |
-2.0%
|
Shares |
Other |
2024-08-13 |
| 2024-03-31 |
$12,613,165 |
256,835 |
-24.3%
|
Shares |
Other |
2024-05-13 |
| 2023-12-31 |
$16,409,715 |
339,254 |
+156.1%
|
Shares |
Other |
2024-02-13 |
| 2023-09-30 |
$5,704,200 |
132,471 |
-23.1%
|
Shares |
Other |
2023-11-13 |
| 2023-06-30 |
$5,492,985 |
172,356 |
+263.6%
|
Shares |
Other |
2023-08-14 |
| 2023-03-31 |
$1,670,744 |
47,397 |
-83.0%
|
Shares |
Other |
2023-05-15 |
| 2022-12-31 |
$10,152,845 |
278,084 |
-32.2%
|
Shares |
Other |
2023-02-09 |
| 2022-09-30 |
$17,456,458 |
410,354 |
-26.7%
|
Shares |
Other |
2022-11-14 |
| 2022-06-30 |
$19,770,016 |
559,740 |
+36.3%
|
Shares |
Other |
2022-08-12 |
| 2022-03-31 |
$10,690,434 |
410,539 |
-75.0%
|
Shares |
Other |
2022-05-13 |
| 2021-12-31 |
$38,758,390 |
1,645,093 |
-6.5%
|
Shares |
Other |
2022-02-08 |
| 2021-09-30 |
$43,969,875 |
1,758,795 |
+61.7%
|
Shares |
Other |
2021-11-15 |
| 2021-06-30 |
$25,539,736 |
1,087,723 |
+52.4%
|
Shares |
Other |
2021-10-12 |
| 2021-03-31 |
$15,554,409 |
713,505 |
+15.3%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$9,817,926 |
619,037 |
+276.4%
|
Shares |
Sole |
2021-02-02 |
| 2020-09-30 |
$2,679,216 |
164,470 |
-63.4%
|
Shares |
Sole |
2020-11-05 |
| 2020-06-30 |
$6,420,116 |
449,588 |
+11.4%
|
Shares |
Sole |
2020-07-22 |
| 2020-03-31 |
$5,684,616 |
403,737 |
—
|
Shares |
Sole |
2020-05-06 |
