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Clearstead Trust, LLC

Position in HRB — H&R Block Inc

CIK 1708001 PORTLAND, ME

Position in HRB

as of Mar 31, 2026 · filed May 6, 2026
Position Value
$222
-$9,365 QoQ
Shares Held
7
-96.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
5 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, 2026

Clearstead Trust, LLC holds $15,437 across 2 Personal Services names.

# Ticker Company Shares Value (USD) Open

All Filings in HRB

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $222 7
2025-12-31 $9,587 220
2025-09-30 $101 2
2025-06-30 $6,806 124
2025-03-31 $6,808 124