Measured Wealth Private Client Group, LLC
Position in HRB — H&R Block Inc
CIK 1720235
PORTSMOUTH, NH
Position in HRB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$66,411
-$38,838 QoQ
Shares Held
1,744
-47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#402
of 536 holders
Holding Since
Sep 2022
14 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, 2026Measured Wealth Private Client Group, LLC holds $66,411 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
|
1,744 | $66,411 |
All Filings in HRB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,411 | 1,744 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $105,249 | 3,316 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $359,535 | 8,250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,341,874 | 26,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,419,235 | 25,856 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,387,960 | 25,277 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,183,140 | 22,391 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,386,025 | 21,810 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,294,144 | 23,864 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $952,488 | 19,395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $837,091 | 17,306 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $221,475 | 6,283 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $203,871 | 5,584 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $202,575 | 4,762 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||