Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$231,336
-$33,412 QoQ
Shares Held
6,075
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#356
of 536 holders
Holding Since
Jun 2022
16 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, 2026Waldron Private Wealth LLC holds $231,336 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
|
6,075 | $231,336 |
All Filings in HRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,336 | 6,075 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $264,748 | 6,075 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $307,212 | 6,075 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $333,456 | 6,075 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $333,578 | 6,075 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $734,581 | 13,902 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $442,688 | 6,966 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $376,573 | 6,944 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $339,251 | 6,908 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $335,010 | 6,926 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $297,544 | 6,910 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $216,269 | 6,786 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $224,366 | 6,365 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $279 | 6,528 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $277,701 | 6,528 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $224,282 | 6,350 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||