Holdings in HRB
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,605,872 |
197,473 |
+16.3%
|
Shares |
Sole |
2026-01-23 |
| 2025-09-30 |
$8,584,408 |
169,753 |
+17.8%
|
Shares |
Other |
2025-10-21 |
| 2025-06-30 |
$7,906,739 |
144,047 |
+8.7%
|
Shares |
Other |
2025-07-23 |
| 2025-03-31 |
$7,276,892 |
132,524 |
+9.7%
|
Shares |
Other |
2025-05-02 |
| 2024-12-31 |
$6,383,494 |
120,808 |
+12.2%
|
Shares |
Other |
2025-01-27 |
| 2024-09-30 |
$6,845,478 |
107,718 |
+6.7%
|
Shares |
Sole |
2024-10-23 |
| 2024-06-30 |
$5,474,463 |
100,949 |
+4.0%
|
Shares |
Sole |
2024-08-02 |
| 2024-03-31 |
$4,768,433 |
97,097 |
+3.1%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$4,555,050 |
94,171 |
-0.8%
|
Shares |
Other |
2024-01-17 |
| 2023-09-30 |
$4,089,278 |
94,967 |
+3.8%
|
Shares |
Other |
2023-10-24 |
| 2023-06-30 |
$2,916,933 |
91,526 |
+20.5%
|
Shares |
Sole |
2023-07-14 |
| 2023-03-31 |
$2,677,977 |
75,971 |
+26.7%
|
Shares |
Sole |
2023-04-26 |
| 2022-12-31 |
$2,189,285 |
59,964 |
+16.2%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$2,195,361 |
51,607 |
+9.5%
|
Shares |
Sole |
2022-11-08 |
| 2022-06-30 |
$1,664,983 |
47,140 |
+12.6%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$1,090,034 |
41,860 |
+22.5%
|
Shares |
Defined |
2022-05-09 |
| 2021-12-31 |
$805,138 |
34,174 |
+91.8%
|
Shares |
Sole |
2022-02-02 |
| 2021-09-30 |
$445,550 |
17,822 |
—
|
Shares |
Defined |
2021-11-02 |
