Position in HRB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$740,008
+$401,438 QoQ
Shares Held
19,433
+82.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 536 holders
Holding Since
Dec 2020
18 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, 2026NewEdge Advisors, LLC holds $3,613,597 across 6 Personal Services names. HRB ranks #2 (20.5% of the industry book) .
All Filings in HRB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,008 | 19,433 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $338,570 | 10,667 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,334,754 | 53,574 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,633,584 | 52,078 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,930,316 | 35,167 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,892,747 | 34,470 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,933,151 | 36,585 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,139,982 | 33,674 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,584,600 | 29,220 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $559,952 | 11,402 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $590,597 | 12,210 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $415,701 | 9,654 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,908 | 3,229 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,891 | 9,387 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $568,022 | 15,558 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $659,795 | 15,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $317,985 | 9,003 | Shares | Sole | 2022-08-09 | |
| 2020-12-31 | $1,186,486 | 74,810 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||