Position in HRB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$266
-$19 QoQ
Shares Held
7
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 536 holders
Holding Since
Dec 2025
3 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, 2026Quaker Wealth Management, LLC holds $424 across 3 Personal Services names. HRB ranks #1 (62.7% of the industry book) .
All Filings in HRB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $285 | 9 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $305 | 7 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||