Sound Income Strategies, LLC
Holdings in HRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,622,835 | 106,077 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $255,479 | 5,052 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $304,584 | 5,549 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $7,869,975 | 143,325 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $9,742,322 | 184,374 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $11,618,973 | 182,832 | Shares | Sole | 2024-10-10 |
| 2024-06-30 | $11,292,475 | 208,233 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $13,387,140 | 272,595 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $13,937,718 | 288,148 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $12,890,699 | 299,366 | Shares | Sole | 2023-10-12 |
| 2023-06-30 | $8,868,305 | 278,265 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $9,048,745 | 256,702 | Shares | Sole | 2023-04-10 |
| 2022-12-31 | $8,457,468 | 231,648 | Shares | Sole | 2023-01-11 |
| 2022-09-30 | $8,938,079 | 210,110 | Shares | Sole | 2022-10-18 |
| 2022-06-30 | $11,890,725 | 336,657 | Shares | Sole | 2022-07-11 |
| 2022-03-31 | $10,453,080 | 401,424 | Shares | Sole | 2022-04-11 |
| 2021-12-31 | $8,161,631 | 346,419 | Shares | Sole | 2022-01-13 |
| 2021-09-30 | $8,081,425 | 323,257 | Shares | Sole | 2021-10-12 |
| 2021-06-30 | $6,474,140 | 275,730 | Shares | Sole | 2021-07-13 |
| 2021-03-31 | $5,395,260 | 247,489 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $2,353,861 | 148,415 | Shares | Sole | 2021-01-11 |
| 2020-09-30 | $1,579,739 | 96,976 | Shares | Sole | 2020-10-08 |
| 2020-06-30 | $1,799 | 126 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $1,774 | 126 | Shares | Sole | 2020-04-07 |