Position in HRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$761
+$222 QoQ
Shares Held
20
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#507
of 536 holders
Holding Since
Jun 2020
5 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, 2026Transamerica Financial Advisors, LLC holds $23,044 across 4 Personal Services names. HRB ranks #3 (3.3% of the industry book) .
All Filings in HRB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761 | 20 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $539 | 17 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,277 | 167 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,579 | 51 | Shares | Sole | 2025-11-14 | |
| 2020-06-30 | $14 | 1 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||