Position in HRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$609
+$102 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 536 holders
Holding Since
Dec 2022
15 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, 2026Asset Dedication, LLC holds $45,121 across 2 Personal Services names. HRB ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
586 | $44,512 | |
| 2 | HRB |
H&R Block Inc
This page
|
16 | $609 |
All Filings in HRB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609 | 16 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $507 | 16 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $10,502 | 241 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,187 | 241 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $13,228 | 241 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $13,233 | 241 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,734 | 241 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,016 | 16 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $867 | 16 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1 | 16 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1 | 16 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1 | 16 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 16 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $1 | 16 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1 | 16 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||