Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,927
+$2,644 QoQ
Shares Held
392
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#443
of 536 holders
Holding Since
Mar 2022
18 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, 2026GHP Investment Advisors, Inc. holds $24,471 across 3 Personal Services names. HRB ranks #1 (61.0% of the industry book) .
All Filings in HRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,927 | 392 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,283 | 387 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,647 | 382 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $19,166 | 379 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $20,638 | 376 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,215 | 441 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $23,143 | 438 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $27,707 | 436 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,535 | 434 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $17,876 | 364 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,509 | 362 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,587 | 362 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $11,441 | 359 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,443 | 353 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $12,815 | 351 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $14,803 | 348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,220 | 346 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,905 | 342 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||