Position in HRB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$647
+$560 QoQ
Shares Held
17
+750.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 536 holders
Holding Since
Sep 2022
3 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, 2026Capital Advisors, Ltd. LLC holds $340,172 across 3 Personal Services names. HRB ranks #3 (0.2% of the industry book) .
All Filings in HRB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647 | 17 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $87 | 2 | Shares | Sole | 2026-01-21 | |
| 2022-09-30 | $382 | 9 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||