Position in HRB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,973,266
+$1,723,374 QoQ
Shares Held
261,903
+0.8% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#64
of 536 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $9,973,266 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
|
261,903 | $9,973,266 |
All Filings in HRB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,973,266 | 261,903 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,249,892 | 259,921 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,622,835 | 106,077 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $255,479 | 5,052 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $304,584 | 5,549 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,869,975 | 143,325 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,742,322 | 184,374 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,618,973 | 182,832 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,292,475 | 208,233 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,387,140 | 272,595 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,937,718 | 288,148 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,890,699 | 299,366 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,868,305 | 278,265 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,048,745 | 256,702 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $8,457,468 | 231,648 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $8,938,079 | 210,110 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $11,890,725 | 336,657 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $10,453,080 | 401,424 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $8,161,631 | 346,419 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $8,081,425 | 323,257 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,474,140 | 275,730 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,395,260 | 247,489 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,353,861 | 148,415 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,579,739 | 96,976 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,799 | 126 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,774 | 126 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||