Position in HRB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,904
-$4,458 QoQ
Shares Held
60
-58.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 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, 2026WHITTIER TRUST CO holds $1,244,350 across 4 Personal Services names.
All Filings in HRB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,904 | 60 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,362 | 146 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,878 | 314 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,013 | 146 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,033 | 292 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,429 | 292 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,556 | 292 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $15,835 | 292 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $430 | 10 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||