Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$15,978,084 |
366,638 |
-10.9%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$20,807,025 |
411,450 |
+32.5%
|
Shares |
Defined |
2025-11-05 |
| 2025-06-30 |
$17,039,227 |
310,425 |
+6.9%
|
Shares |
Defined |
2025-08-11 |
| 2025-03-31 |
$15,948,060 |
290,440 |
+1125.3%
|
Shares |
Defined |
2025-04-30 |
| 2024-12-31 |
$1,252,519 |
23,704 |
-90.8%
|
Shares |
Other |
2025-02-13 |
| 2024-09-30 |
$16,315,826 |
256,740 |
+26.8%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$10,977,018 |
202,416 |
+12.9%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$8,805,619 |
179,304 |
+572.3%
|
Shares |
Other |
2024-05-14 |
| 2023-12-31 |
$1,290,027 |
26,670 |
-76.2%
|
Shares |
Other |
2024-02-14 |
| 2023-09-30 |
$4,822,547 |
111,996 |
+118.3%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$1,635,377 |
51,314 |
+45.1%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$1,246,968 |
35,375 |
-20.4%
|
Shares |
Defined |
2023-05-10 |
| 2022-12-31 |
$1,623,088 |
44,456 |
+548.0%
|
Shares |
Other |
2023-02-14 |
| 2022-09-30 |
$291,824 |
6,860 |
-91.1%
|
Shares |
Other |
2022-11-14 |
| 2022-06-30 |
$2,736,275 |
77,471 |
+161.8%
|
Shares |
Defined |
2022-08-15 |
| 2020-03-31 |
$416,711 |
29,596 |
—
|
Shares |
Other |
2020-05-06 |
