Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,223
+$211,056 QoQ
Shares Held
15,342
+30.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#274
of 536 holders
Holding Since
Jun 2023
12 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, 2026Curi Capital, LLC holds $584,223 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
|
15,342 | $584,223 |
All Filings in HRB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,223 | 15,342 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $373,167 | 11,757 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $510,670 | 11,718 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $599,760 | 11,860 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $642,816 | 11,711 | Shares | Other | 2025-08-14 | |
| 2024-12-31 | $614,634 | 11,632 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $739,213 | 11,632 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $630,803 | 11,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $571,247 | 11,632 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $562,639 | 11,632 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $500,873 | 11,632 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $370,711 | 11,632 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||