Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$79,412
-$100,313 QoQ
Shares Held
2,502
-29.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,412 | 2,502 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $179,725 | 3,554 | Shares | Sole | 2025-11-18 | |
| 2023-12-31 | $82,857 | 1,713 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $246,578 | 7,737 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $666,401 | 18,905 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $441,989 | 12,106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $381,115 | 8,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,570 | 7,519 | Shares | Sole | 2022-08-02 | |
| 2021-06-30 | $77,554 | 3,303 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $407,376 | 18,687 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,648 | 167 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,919 | 302 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $4,688 | 333 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||