Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,564,176 |
104,731 |
+1.2%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$5,234,955 |
103,519 |
-48.6%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$11,050,729 |
201,325 |
+3.3%
|
Shares |
Sole |
2025-08-07 |
| 2025-03-31 |
$10,701,300 |
194,888 |
+0.7%
|
Shares |
Sole |
2025-04-15 |
| 2024-12-31 |
$10,230,246 |
193,608 |
+2.6%
|
Shares |
Sole |
2025-01-23 |
| 2024-06-30 |
$10,229,784 |
188,637 |
-19.8%
|
Shares |
Sole |
2024-08-06 |
| 2024-03-31 |
$11,546,153 |
235,108 |
+108244.7%
|
Shares |
Sole |
2024-04-18 |
| 2023-12-31 |
$10,496 |
217 |
-99.9%
|
Shares |
Sole |
2024-01-29 |
| 2023-09-30 |
$9,437,890 |
219,180 |
-7.1%
|
Shares |
Sole |
2023-11-07 |
| 2023-03-31 |
$8,318,788 |
235,994 |
+0.4%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$8,583,793 |
235,108 |
-2.4%
|
Shares |
Sole |
2023-02-06 |
| 2022-09-30 |
$10,252,395 |
241,006 |
-2.0%
|
Shares |
Sole |
2022-10-31 |
| 2022-06-30 |
$8,685,823 |
245,918 |
+5.1%
|
Shares |
Sole |
2022-08-16 |
| 2022-03-31 |
$6,090,391 |
233,886 |
+17.3%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$4,697,604 |
199,389 |
—
|
Shares |
Sole |
2022-02-22 |
