Position in HRB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,579
+$659 QoQ
Shares Held
94
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 536 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $3,579 across 2 Personal Services names. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
94 | $3,579 | |
| 2 | ROL |
Rollins Inc
|
0 | $0 |
All Filings in HRB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,579 | 94 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,920 | 92 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,965 | 91 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,551 | 90 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,885 | 89 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,596 | 539 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $28,480 | 539 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $34,253 | 539 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $7,575 | 538 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||