Position in HRB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$228
+$54 QoQ
Shares Held
6
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 536 holders
Holding Since
Sep 2022
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, 2026Plante Moran Financial Advisors, LLC holds $5,946 across 4 Personal Services names. HRB ranks #4 (3.8% of the industry book) .
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228 | 6 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $174 | 4 | Shares | Sole | 2026-02-05 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||