Position in HRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$234,653
-$40,946 QoQ
Shares Held
7,393
+16.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
All Filings in HRB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,653 | 7,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $275,599 | 6,324 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $328,452 | 6,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,972 | 5,884 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $316,995 | 5,773 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $303,195 | 5,738 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $354,990 | 5,586 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $287,310 | 5,298 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $259,742 | 5,289 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $265,648 | 5,492 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||