Position in HRB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$768,111
+$492,735 QoQ
Shares Held
20,171
+132.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#242
of 536 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $1,470,469 across 3 Personal Services names. HRB ranks #1 (52.2% of the industry book) .
All Filings in HRB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,111 | 20,171 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $275,376 | 8,676 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $289,371 | 6,640 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $206,932 | 4,092 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||