Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$373,107
+$46,566 QoQ
Shares Held
9,798
-4.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#308
of 536 holders
Holding Since
Sep 2024
8 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, 2026CWC Advisors, LLC. holds $373,107 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
|
9,798 | $373,107 |
All Filings in HRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,107 | 9,798 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $326,541 | 10,288 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $455,890 | 10,461 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $539,784 | 10,674 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $582,382 | 10,610 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $568,812 | 10,359 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $414,899 | 7,852 | Shares | Sole | 2025-03-18 | |
| 2024-09-30 | $506,048 | 7,963 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||