Position in HRB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$21,456
-$8,004 QoQ
Shares Held
676
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026NVWM, LLC holds $208 across 1 Personal Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
5 | $208 |
All Filings in HRB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,456 | 676 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $29,460 | 676 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $34,185 | 676 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $37,105 | 676 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $37,119 | 676 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $35,719 | 676 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $42,959 | 676 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $36,659 | 676 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,198 | 676 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $32,698 | 676 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $29,108 | 676 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $21,544 | 676 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $23,829 | 676 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,680 | 676 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,757 | 676 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,876 | 676 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,603 | 676 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $15,926 | 676 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $16,900 | 676 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $15,872 | 676 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,736 | 676 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,721 | 676 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $11,012 | 676 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $9,653 | 676 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $9,518 | 676 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||