Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$581,291
+$96,780 QoQ
Shares Held
15,265
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#275
of 536 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Legacy Bridge, LLC holds $581,291 across 1 Personal Services name. HRB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
This page
|
15,265 | $581,291 |
All Filings in HRB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,291 | 15,265 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $484,511 | 15,265 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $665,248 | 15,265 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $771,951 | 15,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $837,895 | 15,265 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $838,201 | 15,265 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $807,236 | 15,277 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $970,853 | 15,277 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $828,471 | 15,277 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $750,253 | 15,277 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $738,948 | 15,277 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $681,941 | 15,837 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $504,725 | 15,837 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $558,254 | 15,837 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $540,238 | 14,797 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $628,953 | 14,785 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $522,206 | 14,785 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $385,001 | 14,785 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $348,334 | 14,785 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $365,625 | 14,625 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $343,395 | 14,625 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $318,825 | 14,625 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $231,952 | 14,625 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $29,322 | 1,800 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $25,704 | 1,800 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||