Position in HRB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$332,476
-$451,035 QoQ
Shares Held
10,475
-29.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,476 | 10,475 | Shares | Sole | 2026-05-05 | |
| 2024-12-31 | $783,511 | 14,828 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $736,480 | 11,589 | Shares | Sole | 2024-10-25 | |
| 2023-03-31 | $412,777 | 11,710 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||