Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$221,930
-$982 QoQ
Shares Held
5,828
+32.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 536 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $2,372,649 across 3 Personal Services names. HRB ranks #3 (9.4% of the industry book) .
All Filings in HRB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,930 | 5,828 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $222,912 | 4,408 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $235,368 | 4,288 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $246,710 | 4,493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $244,649 | 4,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $309,996 | 4,878 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $253,796 | 4,680 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $230,620 | 4,696 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $232,714 | 6,374 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $213,968 | 6,058 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||