Position in HRB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,642
+$697 QoQ
Shares Held
936
-15.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#415
of 536 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $10,597,443 across 5 Personal Services names. HRB ranks #3 (0.3% of the industry book) .
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,642 | 936 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $34,945 | 1,101 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $62,755 | 1,440 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $75,855 | 1,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,840 | 1,491 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $56,063 | 1,021 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,347 | 404 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $25,674 | 404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,219 | 170 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,366 | 150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,255 | 150 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,616 | 293 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,150 | 193 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,803 | 193 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,046 | 193 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,210 | 193 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,114 | 343 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,327 | 243 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $129,415 | 5,493 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $52,325 | 2,093 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,531 | 193 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $56,178 | 2,577 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,267 | 143 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,329 | 143 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,042 | 143 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,013 | 143 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||