Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,703,432
+$1,701,528 QoQ
Shares Held
44,733
+74455.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#170
of 536 holders
Holding Since
Jun 2023
13 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, 2026Horizon Investments, LLC holds $5,418,681 across 5 Personal Services names. HRB ranks #2 (31.4% of the industry book) .
All Filings in HRB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,432 | 44,733 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,904 | 60 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,884 | 1,856 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $568,305 | 11,238 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,116,338 | 38,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,592 | 29 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,540 | 67 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,719 | 90 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,355 | 25 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,227 | 25 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $677 | 14 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $301 | 7 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $223 | 7 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||