Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in HRB — H&R Block Inc
CIK 1510434
Seattle, WA
Position in HRB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$303,230
+$99,638 QoQ
Shares Held
7,963
+106.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 536 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $303,230 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
7,963 | $303,230 |
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,230 | 7,963 | Shares | Sole | 2026-07-15 | |
| 2024-12-31 | $203,592 | 3,853 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $201,627 | 3,718 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||