Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,764,599 |
109,330 |
+5.3%
|
Shares |
Other |
2026-02-11 |
| 2025-09-30 |
$5,251,542 |
103,847 |
+8.3%
|
Shares |
Sole |
2025-10-22 |
| 2025-06-30 |
$5,264,554 |
95,911 |
+0.5%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$5,240,665 |
95,441 |
-17.5%
|
Shares |
Other |
2025-04-30 |
| 2024-12-31 |
$6,110,259 |
115,637 |
-12.8%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$8,430,733 |
132,663 |
+47.8%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$4,866,003 |
89,729 |
-6.9%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$4,733,074 |
96,377 |
+196.5%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$1,572,073 |
32,501 |
+5.8%
|
Shares |
Sole |
2024-01-26 |
| 2023-09-30 |
$1,323,276 |
30,731 |
-6.2%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$1,043,997 |
32,758 |
+2.7%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$1,124,439 |
31,899 |
-1.6%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$1,183,070 |
32,404 |
—
|
Shares |
Sole |
2023-02-15 |
