Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,573,691
+$970,443 QoQ
Shares Held
41,326
+117.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#182
of 536 holders
Holding Since
Jun 2022
11 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, 2026Merit Financial Group, LLC holds $3,477,748 across 5 Personal Services names. HRB ranks #1 (45.3% of the industry book) .
All Filings in HRB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,573,691 | 41,326 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $603,248 | 19,006 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $591,902 | 13,582 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $623,930 | 12,338 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $486,105 | 8,856 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $373,168 | 6,796 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $362,218 | 6,855 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $324,078 | 5,976 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $410,591 | 11,246 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $478,234 | 11,242 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $394,171 | 11,160 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||