Position in HRB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,105,789
+$694,005 QoQ
Shares Held
29,039
+123.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 536 holders
Holding Since
Jun 2020
22 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, 2026AE Wealth Management LLC holds $4,232,352 across 2 Personal Services names. HRB ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
41,161 | $3,126,563 | |
| 2 | HRB |
H&R Block Inc
This page
|
29,039 | $1,105,789 |
All Filings in HRB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,789 | 29,039 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $411,784 | 12,974 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $623,053 | 14,297 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $555,602 | 10,987 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $515,247 | 9,387 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $516,864 | 9,413 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $530,932 | 10,048 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $651,066 | 10,245 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $626,734 | 11,557 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $598,159 | 12,180 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $807,924 | 16,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $893,925 | 20,760 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $469,604 | 14,735 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $579,369 | 16,436 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $788,031 | 21,584 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $726,370 | 17,075 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $745,252 | 21,100 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $510,956 | 19,622 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $735,119 | 31,202 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $423,550 | 16,942 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $341,469 | 14,543 | Shares | Sole | 2021-07-21 | |
| 2020-06-30 | $645,970 | 45,236 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||