Position in HRB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,213
+$75,938 QoQ
Shares Held
3,472
+95.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#387
of 536 holders
Holding Since
Dec 2024
7 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, 2026Larson Financial Group LLC holds $539,298 across 5 Personal Services names. HRB ranks #2 (24.5% of the industry book) .
All Filings in HRB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,213 | 3,472 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,275 | 1,773 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,867 | 410 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,643 | 428 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,003 | 328 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,317 | 24 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,109 | 21 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||