Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,275
+$14,445 QoQ
Shares Held
1,898
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 536 holders
Holding Since
Mar 2026
2 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, 2026BARD ASSOCIATES INC holds $3,793,862 across 2 Personal Services names. HRB ranks #2 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSV |
Carriage Services Inc
|
97,068 | $3,721,587 | |
| 2 | HRB |
H&R Block Inc
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|
1,898 | $72,275 |
All Filings in HRB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,275 | 1,898 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $57,830 | 1,822 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||