Position in HRB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$330,730
+$122,382 QoQ
Shares Held
10,420
+152.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $330,730 | 10,420 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $208,348 | 4,120 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $226,146 | 4,120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $226,229 | 4,120 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $217,700 | 4,120 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $261,826 | 4,120 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $223,427 | 4,120 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $202,333 | 4,120 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $935,386 | 25,620 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,308,955 | 30,770 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $921,852 | 26,100 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,481,676 | 56,900 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,368,836 | 58,100 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,471,250 | 58,850 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,395,886 | 59,450 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||