Position in HRB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$211,039
-$438,659 QoQ
Shares Held
5,542
-77.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#369
of 536 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026EAGLE HARBOR ASSET MANAGEMENT INC /ADV holds $211,039 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
5,542 | $211,039 |
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,039 | 5,542 | Shares | Sole | 2026-08-11 | |
| 2022-03-31 | $649,698 | 24,950 | Shares | Sole | 2026-08-11 | |
| 2021-12-31 | $590,225 | 25,052 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||