Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$51,234,172 |
1,175,635 |
-1.9%
|
Shares |
Other |
2026-02-13 |
| 2025-09-30 |
$60,611,077 |
1,198,558 |
+9.8%
|
Shares |
Other |
2025-11-13 |
| 2025-06-30 |
$59,919,350 |
1,091,626 |
+24.6%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$48,109,615 |
876,154 |
+960.2%
|
Shares |
Other |
2025-05-15 |
| 2024-03-31 |
$4,058,303 |
82,637 |
-78.7%
|
Shares |
Other |
2024-05-15 |
| 2023-06-30 |
$12,382,386 |
388,528 |
+860.4%
|
Shares |
Other |
2023-08-14 |
| 2021-03-31 |
$881,940 |
40,456 |
-93.4%
|
Shares |
Sole |
2021-05-17 |
| 2020-12-31 |
$9,714,408 |
612,510 |
-47.8%
|
Shares |
Sole |
2021-02-16 |
| 2020-09-30 |
$19,121,706 |
1,173,831 |
+3748.5%
|
Shares |
Sole |
2020-11-16 |
| 2020-06-30 |
$435,554 |
30,501 |
—
|
Shares |
Sole |
2020-08-13 |
