Position in HRB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,303
+$717 QoQ
Shares Held
113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 118 holders
Holding Since
Mar 2023
8 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, 2026Grove Bank & Trust holds $23,792 across 3 Personal Services names. HRB ranks #3 (18.1% of the industry book) .
All Filings in HRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303 | 113 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,586 | 113 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,924 | 113 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,714 | 113 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $9,386 | 171 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,291 | 151 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,064 | 58 | Shares | Sole | 2025-01-16 | |
| 2023-03-31 | $3,701 | 105 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||