CI Private Wealth, LLC
Holdings in HRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,879,974 | 157,870 | Shares | Sole | 2026-02-19 |
| 2025-09-30 | $8,494,950 | 167,984 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $9,120,960 | 166,168 | Shares | Defined | 2025-09-26 |
| 2025-03-31 | $9,149,488 | 166,627 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $8,369,803 | 158,399 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $10,297,578 | 162,039 | Shares | Other | 2024-11-12 |
| 2024-06-30 | $13,394,430 | 246,993 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $7,648,931 | 155,751 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $7,547,461 | 156,036 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $6,674,170 | 154,997 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $4,933,284 | 154,794 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $4,983,680 | 141,381 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $5,105,302 | 139,833 | Shares | Sole | 2023-02-15 |