Position in HRB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$645,646
+$442,477 QoQ
Shares Held
16,955
+430.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 536 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Lido Advisors, LLC holds $4,326,870 across 4 Personal Services names. HRB ranks #3 (14.9% 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 | $645,646 | 16,955 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $203,169 | 3,197 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $348,730 | 7,101 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||