Position in HRB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$76,160
+$12,680 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#398
of 536 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HRB Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Independence Bank of Kentucky holds $76,160 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
|
2,000 | $76,160 |
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,160 | 2,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $63,480 | 2,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $87,160 | 2,000 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $101,140 | 2,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $109,780 | 2,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $109,820 | 2,000 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $105,680 | 2,000 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||