Position in HRB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,705
+$3,614 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#432
of 536 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026ATWOOD & PALMER INC holds $23,072 across 2 Personal Services names. HRB ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
570 | $21,705 | |
| 2 | SCI |
Service Corp International
|
18 | $1,367 |
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,705 | 570 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,091 | 570 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $24,840 | 570 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $28,824 | 570 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $31,287 | 570 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $31,298 | 570 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $30,118 | 570 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $36,223 | 570 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $30,911 | 570 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $27,992 | 570 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $27,570 | 570 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $24,544 | 570 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $18,165 | 570 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $20,092 | 570 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $20,810 | 570 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $24,247 | 570 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $20,132 | 570 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $19,451 | 747 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $17,599 | 747 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $18,675 | 747 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $17,539 | 747 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $16,284 | 747 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $9,040 | 570 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $10,588 | 650 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $9,282 | 650 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $9,152 | 650 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||