Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,143,878 |
118,033 |
+28.4%
|
Shares |
Sole |
2026-01-28 |
| 2025-09-30 |
$4,649,911 |
91,950 |
-26.8%
|
Shares |
Sole |
2025-11-03 |
| 2025-06-30 |
$6,894,019 |
125,597 |
+27.4%
|
Shares |
Sole |
2025-07-16 |
| 2025-03-31 |
$5,415,279 |
98,621 |
+24.0%
|
Shares |
Sole |
2025-05-09 |
| 2024-12-31 |
$4,203,263 |
79,547 |
+98.9%
|
Shares |
Sole |
2025-02-07 |
| 2021-09-30 |
$1,000,000 |
40,000 |
0.0%
|
Shares |
Sole |
2021-11-10 |
| 2021-06-30 |
$939,200 |
40,000 |
-42.8%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$1,524,648 |
69,938 |
-4.1%
|
Shares |
Sole |
2021-05-11 |
| 2020-12-31 |
$1,156,796 |
72,938 |
+59.6%
|
Shares |
Sole |
2021-02-09 |
| 2020-09-30 |
$744,306 |
45,691 |
—
|
Shares |
Sole |
2020-11-12 |
